Investing 301
From WestPac Wealth Investments · 15:28
Show by Westpac Wealth Partners
Time in the market beats timing the market. Advisor Joe DeLisi calls that investing 101. This episode is the next level up.Joe walks through how the portfolios he builds are actually put together, and why the answer to “why own this and not that” can’t come from a hunch. The thinking traces back to the academics he first studied when he got licensed about 30 years ago: Eugene Fama, Ken French and Harry Markowitz. In Joe’s words: “It’s not my philosophy. It’s one I’ve adopted from people much smarter than me.”He covers five ideas in plain language: stocks versus bonds, small companies versus large, value versus growth, profitability, and momentum, the one he says even advisors get muddled on. Along the way there’s a house-flipping lesson about the ugliest house on the nicest street, and a short note on why bonds get the opposite treatment.Light on statistics, heavy on reasoning. Worth a second listen.
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