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25 - Popular Do-It-Yourself Portfolios with Jeff Porter CFP, CFA
Manage episode 280491700 series 2842806
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Jeff Porter CFP, CFA returns to the show this week and gives his opinion on 3 of the most popular Do-It-Yourself portfolios out there. We get Jeff talking about the Dave Ramsay portfolio, a 100% VTSAX or similar "Total Market" fund, and the Bogelhead's three fund portfolio. We talk about weighting the assets in your portfolio as well as the part international stocks plays in a balanced portfolio!
Have ideas for a future episode? Send in an email or tweet @MainStMoney to have your idea as a future show! Be sure to check out the YouTube channel for new demonstrations!
DISCLAIMER: While Jeff Porter is a highly qualified individual with investments and money management, he is not YOUR money manager. All advice and ideas he gives should be considered general and not specific to your situation.
Links to Portfolios Mentioned:
Dave Ramsay: https://www.daveramsey.com/blog/what-is-diversification
Bogelhead's: https://www.bogleheads.org/forum/viewtopic.php?t=88005
NOTE: In the episode, I said that the 3rd fund was REITS (Real Estate Investment Trusts). In actuality the 3 funds are: a Total US Stock Market fund, a Total US Bond Market fund, and a Total International Stock fund.
Jeff's Links:
Firm Website: https://sbsbllc.com/
Jeff's Bio: https://sbsbllc.com/our-people/jeff-porter/
LinkedIn: https://www.linkedin.com/company/sullivan-bruyette-speros-&-blayney
YouTube: https://www.youtube.com/channel/UCXwiMNDGDFY87sjHPFB8low
My Usual Links:
Show Email address: [email protected]
Twitter Account: @MainStMoney
YouTube Channel: https://www.youtube.com/channel/UCxWzLF_ZCgeDJ6PcIovg9ww
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Have ideas for a future episode? Send in an email or tweet @MainStMoney to have your idea as a future show! Be sure to check out the YouTube channel for new demonstrations!
DISCLAIMER: While Jeff Porter is a highly qualified individual with investments and money management, he is not YOUR money manager. All advice and ideas he gives should be considered general and not specific to your situation.
Links to Portfolios Mentioned:
Dave Ramsay: https://www.daveramsey.com/blog/what-is-diversification
Bogelhead's: https://www.bogleheads.org/forum/viewtopic.php?t=88005
NOTE: In the episode, I said that the 3rd fund was REITS (Real Estate Investment Trusts). In actuality the 3 funds are: a Total US Stock Market fund, a Total US Bond Market fund, and a Total International Stock fund.
Jeff's Links:
Firm Website: https://sbsbllc.com/
Jeff's Bio: https://sbsbllc.com/our-people/jeff-porter/
LinkedIn: https://www.linkedin.com/company/sullivan-bruyette-speros-&-blayney
YouTube: https://www.youtube.com/channel/UCXwiMNDGDFY87sjHPFB8low
My Usual Links:
Show Email address: [email protected]
Twitter Account: @MainStMoney
YouTube Channel: https://www.youtube.com/channel/UCxWzLF_ZCgeDJ6PcIovg9ww
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