IFB244: How to Deal with a Few Companies Taking a Sizable Portion of Your Portfolio, Plus Index Funds & Trust Funds

Welcome to the Investing for Beginners podcast. In today’s show, we answer four great listener questions:

  • What’s a great index fund to start DCA (dollar cost averaging) into?
  • How to approach the family broker as the manage the trust fund, and how to work with your family on different money issues
  • How to approach positions in the portfolio that grow beyond your comfort level, and should you learn more about others in your portfolio?
  • Should I adjust for stock-based compensation in my valuation models?

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Little Package of Valuation

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You can find the transcript of today’s show below:

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