Welcome to the Investing for Beginner’s podcast! Today’s episode, we will answer great listener questions which are really diverse and not related to each other. We will discuss our thoughts about the SVB crisis, how to do portfolio allocation and Andrew’s e-letter performance so listen on!
Timestamps of the episode:
-You don’t have to have an opinion on everything. Stay in your circle of competence. [02:33]
-How to properly weigh an allocation on each stock in your portfolio. [06:33]
-What is diversification and why its a key in portfolio management. [10:00]
-Andrew explains the performance of his monthly e-letter picks and the rational behind it. [14:18]
-The evolution of Andrew’s investing from cigar butt style to buy wonderful businesses in fair prices. [17:40]
-Investing style is a lifelong process and not immune to change. [20:26]
Note: Timestamps may differ and are approximate, depending on your podcast player.
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You can find the transcript of today’s show below:
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