Skip to content
TrackPodcasts
businessOct 9, 202555:31pending

WCI #440: Building a Balanced Portfolio with Asset Location and Allocation

About this episode

Today we are talking about building a balanced portfolio and get into two different questions about asset location. We discuss TIPs and when and if you should use them. We get into portfolio allocation and discuss if it is too risky to have a 100% stock portfolio. We walk you through how to buy ETFs and end with a discussion around investing in films.

If you are finding our podcasts informative and helpful we would encourage you to sign up for our monthly newsletter! It is totally free and includes useful, actionable information NOT AVAILABLE on the regular blog posts. It's almost like being in a secret club - the kind of club that can boost your knowledge and enhance your wealth at the same time - with no strings attached. Visit https://www.whitecoatinvestor.com/newsletter to sign up today. You can do this and The White Coat Investor can help.

The White Coat Investor has been helping doctors, dentists, and other high-income professionals with their money since 2011. Our free personal finance resource covers an array of topics including how to use your retirement accounts, getting a doctor mortgage loan, how to manage your student loans, buying physician disability and malpractice insurance, asset allocation & asset location, how to invest in real estate, and so much more. We will help you learn how to manage your finances like a pro so you can stop worrying about money and start living your best life. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!

Find 1000's of written articles on the blog: https://www.whitecoatinvestor.com 
Our YouTube channel if you prefer watching videos to learn: https://www.whitecoatinvestor.com/youtube  
Student Loan Advice for all your student loan needs: https://studentloanadvice.com 
Join the community on Facebook: https://www.facebook.com/thewhitecoatinvestor 
Join the community on Twitter: https://twitter.com/WCInvestor 
Join the community on Instagram: https://www.instagram.com/thewhitecoatinvestor 
Join the community on Reddit: https://www.reddit.com/r/whitecoatinvestor 
Learn faster with our Online Courses: https://whitecoatinvestor.teachable.com 
Sign up for our Newsletter here: https://www.whitecoatinvestor.com/free-monthly-newsletter 

00:00 WCI Podcast #440
03:30 Asset Location Priorities
27:12 Reasonable Asset Allocations
37:54 How to Buy ETFs
45:47 Investing in Films

Get every episode summarized

Each time White Coat Investor Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

WCI #440: Building a Balanced Portfolio with Asset Location and Allocation

White Coat Investor Podcast

0:00
55:31

More episodes

More from White Coat Investor Podcast

View all episodes →