A great recap of some of the key learnings of the podcast to date. We dive into 10 investments Johnny and Sam have made recently through the learnings of the podcast. Vanguard, PeerStreet, WealthFront, ArtofFX, Betterment, LendingClub, Drop Shipping stores, Fundrise, physical property, REITs plus few extras are all reviewed, along with opinions, and likes and dislikes of each investment. With 30 episodes under their belt, the guys aim to rebuild their portfolios for 2017.
Discussed:
ILAB 13 - PeerStreet vs. Lending Club
ILAB 12 - Real Estate Investing with Fundrise CEO Ben Miller
ILAB 03 - Foreign Exchange Trading with Brian from Art of FX
ILAB 15 - Meb Faber on Building The All Seasons Portfolio
ILAB 23 - From $0 to Self Made, How to 300X Your Investment
ILAB 26 - Rob Kall Zero to One : 3 Exits for Over $100m
Show Notes:
02:00 - Peerstreet 3-month earnings
05:30 - Loan to value & interest changes
08:20 - Six figure sushi meetup
12:00 - Yielding 11% with Fundrise
14:00 - Fundrise liquidation process
15:15 - Diversifying income and growth REIT’s
19:00 - Uncredited investor options
21:10 - Netting 5.09% adjusted annual return
22:00 - 309 notes with Lending Club
24:00 - Defaulting on loans
25:30 - E-Trade yield ups and downs
26:45 - Senior housing investments
30:00 - Blackberry and Exxon stocks
35:27 - Making $12,000 in investment returns
37:30 - Avoiding tax on short term capital gains
40:00 - 35% returns with Forex trading
48:30 - Sep IRA & Wealthfront
51:00 - Should you invest in bonds?
53:50 - Betterment vs. Wealthfront fees
56:00 - Starting 10 dropship stores
1:03:00 - Nomad Summit 2017 Ted X style
1:05:00 - Owning real estate in Thailand
1:10:00 - Sam’s fitness routine
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Copyright 2016. All rights reserved. Read our disclaimer here.
Christopher O’Donnell is the Founder and Investment Manager of hedge fund Automatic. Automatic generates risk managed superior returns by using automated trading systems and trading special circumstances. Christopher has reviewed over 6,000 automated trading systems and has developed a proprietary selection criteria for choosing profitable trading systems. Christopher correctly predicted Brexit and Trump’s POTUS victory, and profitably traded both special circumstances. On this episode, we discuss Christopher’s article “Trump Will Win and How To Profit”. We drill into Christopher’s predictions on Brexit and Trump, trades made to capitalize on Trump’s win and the next big special circumstances event, the Italy Referendum on December 4
On this episode, we discuss Christopher’s article “Trump Will Win and How To Profit”. We drill into Christopher’s predictions on Brexit and Trump, trades made to capitalize on Trump’s win and the next big special circumstances event, the Italy Referendum on December 4th, 2016.
On this episode you’ll hear from Chris himself on:
- Chris’s trading business and how it's relevant to his predictions
- How he predicted Brexit in the past
- Where he gets is Intel and data
- How long he had been predicting this election?
- At what point did he see a definite Trump victory?
- When and how he positioned his trades
- How did the trades work out- What is the next big event he will be predicting?
- What is the next big event he will be predicting?
For more about Chris: Christopher O’Donnell is the Founder and Investment Manager of hedge fund Automatic. Automatic generates risk managed superior returns by using automated trading systems and trading special circumstances. Christopher has reviewed over 6,000 automated trading systems and has developed a proprietary selection criteria for choosing profitable trading systems. Christopher correctly predicted Brexit and Trump’s POTUS victory, and profitably traded both special circumstances. On this episode, we discuss Christopher’s article “Trump Will Win and How To Profit”. We drill into Christopher’s predictions on Brexit and Trump, trades made to capitalize on Trump’s win and the next big special circumstances event, the Italy Referendum on December 4th, 2016.
Chris' Links:
Chris’s article “Trump Will Win and How To Profit”
Discussed:
Brexit the Movie: https://www.youtube.com/watch?v=UTMxfAkxfQ0
Show Notes:
03:20 - Starting a British hedge fund
06:00 - Automating coding strategy trading
08:01 - Risk tolerance
10:45 - Predicting Brexit
14:45 - Shy Trump supporters
18:45 - Announcing presidential election
21:01 - Why Chris chose Trump
24:45 - Liberal bias in the mainstream media
28:00 - Making profitable trades
33:00 - NY Times predicts Trumps victory
37:38 - Forex leverage trading USD to Yen
40:30 - Future referendum predictions
46:45 - Real Estate predictions after the election
50:00 - Sailing the Caribbean
51:50 - Wealthfront & VTI investment update
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Copyright 2016. All rights reserved. Read our disclaimer here.
Nav Athwal is the very impressive founder and CEO of RealtyShares, a leading online marketplace for Individual and Institutional Investors to securely invest as little as $5,000 into private real estate investment properties all across the USA. Investments are offered by pre-vetted real estate borrowers and companies looking to raise debt or equity capital for their projects in as little as 10 days.
Nav joins us to discuss why he started RealtyShares and the impressive path of the business from start-up to leader. The real estate investing landscape is changing, giving everyday investors more access to better deals previously only accessible to people in the know. Nav gives us his view on why technology and real estate now make the perfect intersection for investors seeking yield in one of the world’s oldest asset classes, and what the landscape may look like in the future.
Relevant links:
Website: https://www.realtyshares.com/
Linkedin: https://www.linkedin.com/in/navathwal
Twitter: https://twitter.com/RealtyShares
*Be sure to also check out the RealtyShares Podcast
Where are we:
Sam - Punta Cana Dominican Republic
Nav - San Francisco
Discussed:
RealtyShares (realtyshares.com) is the leading online marketplace for investing in private real estate deals. Invest in professionally vetted properties for as little as $5,000 per investment.
You can try it for free with this link: Realtyshares
Show Notes:
00:40 - What is RealtyShares?
01:48 - Pinterest and Airbnb startups prior to Realty Shares
03:10 - The best things to do in San Francisco
05:20 - Launching Realty Shares in 2013
07:10 - Raising capital through the platform
11:45 - Debt, equity and diversified real estate
13:30 - Hot markets for yield opportunity
15:30 - Changing the nature of investing and real estate
18:48 - Two limitations to investing through Reality Shares
20:00 - Debt and equity deals process
23:30 - Relying on Sponsorship to manage deals
25:37 - Expected returns within 3-5 years
26:30 - Making your first investment
28:30 - Hitting our funding goal
29:50 - A debt deal case study
34:00 - The future of Reality Shares
36:45 - Investing $1.5 billion in real estate tech startups
40:38 - Tesla stock and venture opportunities
44:55 - 152 page tax return
47:00 - Sam's debt or equity deal
49:36 - Holding index funds, Trumps reaction
55:21 - RealtyShares signup process
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Copyright 2016. All rights reserved. Read our disclaimer here.
Rob Berger is the man behind DoughRoller.net. We’ve appreciated his material over the last year and found his research and content on Robo-advisors particularly pertinent to our recent discussions. Jon Stein came on the show back in episode 22 to discuss Betterment, and we wanted to get Rob’s take on the benefits of Robo-advisors like Wealthfront and Betterment.
On this episode, we compare the top 2 leading Robo-advisor platforms and discuss the pros and cons of tax-loss harvesting, the overall value of this automated feature, and which type of accounts it is most effective in.
Relevant links:
Blog - http://www.doughroller.net/
Linkedin - https://www.linkedin.com/in/bergerra
Twitter - https://twitter.com/Doughroller/media
Where are we:
Sam – Florida
Rob – Virginia
Johnn FD - Chiang Mia
Discussed (relevant links):
Free spreadsheet - A tool Rob uses to track his portfolio performance
Investing in gold and Silver - Buying gold and silver bullion a smart move
ILAB 22 -Betterment Ceo Jon Stein a Decade of Pioneering Robo Advisory
ILAB 15 - Meb Faber on Building the All Seasons Portfolio
Show Notes:
06:00 – Robs Portfolio with Betterment, Wealthfront and Vanguard
08:15 – Life strategy fund vs. target date retirement fund
11:05 – Tax loss harvesting long-term benefits
22:48 – Index fund Low cost passive investing
24:21 – Wealth Front vs. Betterment
27:29 – Rob’s personal investment allocation model
28:50 – Is owning gold and silver a productive asset?
32:50 – Investing in one platform consistently
34:17 – Pricing fees with Wealth Front and Betterment
36:00 – Auto saving money since 18 years’ old
40:00 – Vanguard vs. Robo-advisory
42:00 – Presidential election 2017 Trump vs. Clinton
If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!
Copyright 2016. All rights reserved. Read our disclaimer here.
Rob Käll has achieved the real American Dream. He immigrated from Sweden in his early 20’s wanting to become a Rockstar in Miami. But this dream was short-lived and he quickly pivoted into start-ups as a technical talent. Over the course of 10 years, he went on to apply lessons from a failed start-up he was employed at to building 3 businesses and selling them for a total of close to $100 Million.
In this episode, Rob takes us through his path and how the exits came about. We also learn about his perspective and the difference in being a start-up founder and a senior executive for a public company, and key lessons he learned to apply to his businesses that help them become successful where others failed. Uninterested in retiring, Rob has now founded his next company in his new field he is passionate about – Artificial Intelligence.
Rob’s Links
Linkedin - https://www.linkedin.com/in/robertkall
Twitter - https://twitter.com/robertkall
Where are we:
Sam – Florida
Rob – Barcelona, Space
Recommended:
Losing My Virginity – Richard Branson
How To Get Rich – Felix Dennis
Art of the Start – Guy Kawasaki
The 4 Hour Work Week - Tim Ferriss
Discussed:
http://www.cien.ai/ - Rob’s new Artificial Intelligence start-up
https://www.realpage.com/ - Property management software and rental housing management solutions
https://www.coworker.com/ - Find your perfect coworking space in 100+ countries
Show notes:
04:40 - How Rob and Sam met
04:21 - Start up space in Barcelona
06:06 - Becoming a rockstar in the U.S.
07:13 - Coding for a corporate company
11:55 - Starting a real estate technology company
15:35 - Buying the company and creating an exit
16:33 - Working as an Executive at eNeighborhoods
22:20 - Taking the next step towards a CEO
23:40 - Tracking and owning you KPI
24:40 - Building a partnership with Tripadvisor
33:10 - People, Process and Product
34:40 - Advice for aspiring startup entrepreneurs
35:20 - Hiring quality employees
36:40 - Investing in real-estate and coworker.com
39:40 - Dealing with difficult situation
41:40 - Sales Productivity
43:00 - Working in alignment with core values
If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!
Copyright 2016. All rights reserved. Read our disclaimer here.