How to Build an (Actually) Diversified Portfolio

Now I’m not an investment professional or licensed financial advisor, but I do have access to free products and portfolios built by licensed investment professionals—and so do you! The perks of living in 2022, right?

This week, we’re breaking down a few big investing topics: the relationship between risk and returns, diversification beyond the S&P 500 (and why it’s something you may want to consider, considering it involves securities that aren’t down 25% YTD), and the (free) tools you can use to level up your portfolio.

I also sat down for a conversation with Trey Lockerbie of The Investor’s Podcast Network (https://www.theinvestorspodcast.com/) to talk about all things “value investing,” Warren Buffett, and why Trey can’t help himself from investing in individual stocks.

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Episode transcripts can be found at https://www.podpage.com/money-with-ka....

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Mentioned in the Episode
Rational Reminder on "factor investing": https://podcasts.apple.com/us/podcast...
Ken Fisher, American billionaire investment analyst: https://www.kenfisher.com/books/littl...
Callan’s Periodic Table of Investment Returns: https://www.callan.com/research/2021-...
S&P 500 total returns by year: https://www.slickcharts.com/sp500/ret...
M1 Finance: https://m1.com/
Roth IRAs per the IRS: https://www.irs.gov/retirement-plans/...

00:00 Intro
01:11 The purpose of diversification
05:53 Relationship between risk and return
18:35 What can you do about the risk?
24:32 Value investing: Trey Lockerbie
25:20 Value investing, explained
29:25 Trey’s thoughts on the “arbitrage” opportunity left for value investors
33:07 Is passive investing a free lunch that has a ticking time bomb attached?
36:54 How does Trey approach diversification in his portfolio?
43:12 Rich Girl Roundup: What’s the Backdoor Roth IRA?
49:22 Credits

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How to Build an (Actually) Diversified Portfolio