In this episode, we dive deeper into three ways on how you should think about framing asset allocation; your ability to take risks, your willingness to take risks, and your need to take risks. Listen in to learn the fundamentals that should drive your investment decisions.
Timestamps:
- What is asset allocation [0:30]
- The four factors in your ability to take risk explained [2:18]
- How to work out investing horizons framework [3:14]
- Think of your income stability outside of investments you plan on making [7:03]
- How your need for liquidity tie into your investments’ options [8:48]
- How to prepare your portfolio to handle your plan B [9:25]
- Measuring your risk tolerance framework [11:02]
- Knowing what’s essential to you so you can figure out what you need to invest [14:39]
- Tradeoffs when your needs for your portfolio don’t align with your risk tolerance [17:37]
- Invest in both the US and international market [20:06]
- Big companies versus small companies investing [21:07]
- How to invest in bonds and not chase yield [24:21]
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