#168: 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.Link to Full Show Notes: https://allthehacks.com/investment-portfolios-chris-doyle

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Resources MentionedChris Doyle: LinkedIn | WebsiteWealthfront (Get $5k managed free and get a 0.5% APY boost)Triumph of the Optimists: 101 Years of Global Investment ReturnsArticles

Mutual Funds That Consistently Beat the Market? Not One of 2,132. (Published 2022)

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Full Show Notes(00:00) Introduction(02:14) Important Factors to Consider Before Building a Financial Portfolio(05:54) One of the Major Mistakes Made by Retail Investors(07:50) How to Think About Financial Risk(08:33) Importance of Asset Class Diversification(13:47) How to Determine Which Asset Classes to Include(20:19) Why People Add Emerging Markets to Their Portfolio(21:15) The Argument for International Stocks(22:18) The Case For or Against Real Estate(23:41) Trading Commodity Futures(28:18) Investing in Crypto(30:52) Non-Traditional Investments(37:04) Bonds and Fixed Income Allocation(43:30) Cash Interest Rate vs. Long-Term Bond Interest Rate(46:11) How to Think About Investing(50:34) Ways to Migrate from One Portfolio to Another(54:06) The Role of Tax Rates(1:01:31) Rebalancing Portfolios(1:03:04) Tax Loss Harvesting(1:09:39) Direct Indexing(1:12:37) How Often Should You Change Your Portfolio?(1:14:50) Uninvested Cash(1:17:22) How to Pick the Right Perfect Portfolio(1:20:22) Financial Advisors: Humans vs. Software

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