Breaking Down My Investment Portfolio

Description

How I invest my own money, and where my views on money come from. I walk through my whole balance sheet: one global equity fund, a private equity stake in the company that acquired PWL, the house we live in, and more cash than I probably need. Not every choice is “rational,” and that’s fine. Parts of this video come from my chapter in Brian Portnoy’s How I Invest My Money, Volume 2, which is available for pre-order. I have no financial stake in the book. Brian's book: https://www.amazon.com/dp/B0H8BM5CVP?lv=shuf&channelId=500&plpRedirect=mhFallback Most people save without knowing their real "why." This is a free exercise for Canadians to find it: https://research-tools.pwlcapital.com/research/goals?utm_source=research&utm_medium=planningtools&utm_campaign=ben_yt ------------------ *Timestamps* 00:00 - Intro 00:34 - My Upbringing & Views on Wealth 05:12 - College & Early Career 10:35 - My Actual Portfolio (pt. 1: DFA607) 12:37 - My Actual Portfolio (pt. 2: Private Equity??) 15:10 - My Actual Portfolio (pt. 3: My Home) 17:14 - My Actual Portfolio (pt. 4: Cash) *References* https://zbib.org/94305cdbe966456384180c72fc89f2f7 *Avoid Online Scams https://pwlcapital.com/stay-safe-online/ I will never reach out to you on social media platforms or WhatsApp to give financial advice. These are scammers trying to commit fraud. *Check out the Rational Reminder Podcast* YouTube Channel @rationalreminder Podcast website https://rationalreminder.ca/ Rational Reminder community (forum) https://community.rationalreminder.ca/ Apple Podcasts https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2 Spotify https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA