Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyle

Former portfolio manager Chris Doyle joins to discuss strategic ways to build and manage your investment portfolio. They do a deep dive on diversification, tax-award allocation, capacity and tolerance for risk, tax-loss harvesting, rebalancing and more.
Chris Doyle is a Research Scientist at the Stanford Autonomous Agents Lab. He co-founded the technology startup Grove to make financial services accessible and affordable for everyone. Before that, he was an investor at a macro hedge fund and had a trading career at Barclays Capital.
Partner Deals
Vuori: 20% off the most comfortable performance apparel I've ever worn
Storyworth: Capture your Mom's stories and memories in a custom book ($10 off)
Fabric: Affordable term life insurance for you and your family
MasterClass: Learn from the world's best with 15% off
Daffy: Free $25 to give to the charity of your choice
For all our deals, discounts and promo codes from our partners, go to: allthehacks.com/deals
Resources Mentioned
Chris Doyle: LinkedIn | Website
Wealthfront (Get $5k managed free and get a 0.5% APY boost)
Triumph of the Optimists: 101 Years of Global Investment Returns
Articles
Mutual Funds That Consistently Beat the Market? Not One of 2,132. (Published 2022)
Lump-sum investing versus cost averaging: Which is better?
All the Hacks Episodes
#19: Becoming a Better Investor with Andy Rachleff
#59: Save Money, Build Wealth and Just Keep Buying with Nick Maggiulli
Full Show Notes
00:00 Introduction
00:25 Important Factors to Consider Before Building a Financial Portfolio
04:07 One of the Major Mistakes Made by Retail Investors
06:25 How to Think About Financial Risk
07:44 Importance of Asset Class Diversification
13:19 How to Determine Which Asset Classes to Include
17:49 Why People Add Emerging Markets to Their Portfolio
19:01 The Argument for International Stocks
20:17 The Case For or Against Real Estate
22:07 Trading Commodity Futures
28:07 Investing in Crypto
30:52 Non-Traditional Investments
36:34 Bonds and Fixed Income Allocation
43:15 Cash Interest Rate vs. Long-Term Bond Interest Rate
46:01 How to Think About Investing
50:19 Ways to Migrate from One Portfolio to Another
53:51 The Role of Tax Rates
01:01:23 Rebalancing Portfolios
01:02:56 Tax Loss Harvesting
01:09:25 Direct Indexing
01:12:23 How Often Should You Change Your Portfolio?
01:14:36 Uninvested Cash
01:17:09 How to Pick the Right Perfect Portfolio
01:20:09 Financial Advisors: Humans vs. Software
Connect with All the Hacks
All the Hacks:
Newsletter - allthehacks.substack.com/welcome
Website - www.allthehacks.com/
Facebook - / allthehacks
Chris Hutchins:
Twitter - / hutchins
Instagram - / chrishutchins
Website - chrishutchins.com/
LinkedIn - / chrishutchins