Studying Financial History and Constructing a Diversified Portfolio w/ Ken Winans (MI141)

Clay Finck chats with Ken Winans about the lessons that Ken has learned from studying financial history, why he believes that financial history should be taught in business schools, why January is often an indicator of how the rest of the year will play out, Ken’s thoughts on holding bonds in a portfolio, whether investors should consider TIPS - Treasury Inflation Protected Securities, and much more!

Ken Winans is an investment management entrepreneur, an author, and an active philanthropist. Over a long career, he has conducted investment research and designed investment strategies while serving as a portfolio manager, investment analyst and financial writer. As an accomplished investment strategist, he has had much of his investment research published as headline articles by leading websites, magazines, and newspapers.

IN THIS EPISODE, YOU’LL LEARN:
0:00:00 - Intro
0:05:25 - Studying financial history and relating it to today’s market environment
0:08:03 - Why Ken believes that financial history isn’t taught in business schools
0:14:55 - Constructing a portfolio for clients
0:23:49 - Managing your own money vs. working with a financial advisor
0:30:30 - Why January is often an indicator of how the market will perform throughout the year
0:35:29 - Ken’s thoughts on Inflation
0:39:14 - Ken’s thoughts on holding bonds in the current market environment
0:45:06 - Whether TIPS are a wise investment instead of bonds
0:47:10 - Why most investors stay away from commodities
0:52:58 - Ken’s thoughts on cryptocurrency
0:57:32 - Biggest mistakes Ken sees in the clients he has worked with

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📖 BOOKS MENTIONED:
Ken Winan’s books: https://amzn.to/3rwIaJ4
The Intelligent Investor by Benjamin Graham: https://amzn.to/3ozuV8B
Technical Analysis of Stock Trends by Robert Edwards: https://amzn.to/3Llqd7Z
Richer, Wiser, Happier by William Green: https://amzn.to/3HzOQeN

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀


▶️ RELATED EPISODES:
(MI115) Young Investors Getting Started w/ Kelly Lannan: https://www.theinvestorspodcast.com/m...
(MI131) Richer, Wiser, Happier w/ William Green: https://www.theinvestorspodcast.com/m...


💡 OTHER RESOURCES
Check out Ken’s website: https://www.wiadviser.com/
Check out Ken’s articles on Forbes: https://bit.ly/3owBfgU
Robert and Clay’s tool for picking stock winners and managing our portfolios, TIP Finance: https://www.theinvestorspodcast.com/t...
Check out our Investing Starter Packs about business and finance: https://www.theinvestorspodcast.com/m...

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