Co-hosts Johnny and Sam are entrepreneurs and investors who share their investment strategies and experiences to all the listeners. This episode is an overview of index fund allocation combined with personal recommendations, understanding from influential books, and insights from the experts.
On this episode, Johnny and Sam explain the basics of index funds, stocks, and asset allocation. They discuss investment strategies which helps investors balance their portfolio while minimizing risks. They also talk about fundamental considerations when starting index fund investing, basic asset allocation modeling, and portfolio building. They also present the Buy-and-Hold Portfolio of several investment authorities that will surely help you decide what asset allocation model is perfect for you.
Where we are:
Johnny – Thailand
Sam – U.S.A.
Links:
3 Investment Gurus Share Their Model Portfolios
The All Seasons Portfolio (Aka The Tony Robbins Portfolio)
The ultimate buy-and-hold portfolio
Paulmerriman.com/whats-wrong-vanguard-small-cap-value/
Books:
Discussed:
ILAB 15 – Meb Faber on Building The All Seasons Portfolio
Time Stamps:
03:14 – What is Asset Allocation?
04:11 – Modeling portfolio
08:58 – Most basic asset allocation model
11:25 – How diversification works?
15:22 – Buy-and-Hold
17:06 – Experts buy-and-hold portfolio
21:38 – What to choose for your portfolio?
29:04 – Stocks vs. Bonds
30:26 – Definition of terms
32:43 – Tax implications
35:13 – Recommendations on how to get started
37:24 – Johnny’s wealthfront portfolio
38:05 – Sam’s wealthfront portfolio
40:11 – Wealthfront
51:23 – Sam’s investments/asset allocation
56:17 – Johnny’s investments/asset allocation
58:38 – Considerations in asset allocation model
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Gregor Gregerson is the founder of Silver Bullion, a company committed to providing the safest place for your precious metals. In the quest to offer the best protection for the clients’ wealth, they have designed the safest storage for cryptocurrencies by physically encrypting and storing private keys.
On this episode, Greg reveals how the idea of physical crypto storage came about and what makes it the safest storage for cryptocurrency in the market. He explains the risks of keeping these assets digitally and how to alleviate these risks. This episode talks about the different levels of security for crypto, the advantages of physical storage, and the features that the investors can look forward to in this new product.
Links:
Video: https://www.thesafehouse.sg/physical-crypto-storage
Silver / Gold Bullion Storage: https://www.thesafehouse.sg/
Download the White Paper on how it works
Where we are:
Gregor – Singapore
Sam – USA
Johnny – Thailand
Time Stamps:
08:24 – Influence of crypto to precious metals
10:10 – Shift in Gold & Silver demand
11:16 – Who are the clients?
13:49 – Different levels of security for crypto
19:31 – Risks in owning cryptocurrency
22:42 – Recovery of unwanted transfers
23:36 – When is the launch?
24:56 – Why they created this new storage?
27:32 – 6 features with Physical Crypto Storage
34:26 – Crypto insurance
36:22 – Peer to Peer Lending through Bitcoins
40:19 – How to start?
41:50 – The target market
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Dave Van Horn is the President and CEO of PPR Note Co., a company that brings investors unique opportunities to create passive income through investing in real estate notes. He is an expert in the real estate business with over 30 years of experience as licensed Realtor, Real Estate Investor, and Fundraiser.
On this episode, Dave discusses the basic fundamentals of Note Investing including where and how to invest in it. He explains what a note is and how to profit from it. He shares his own venture from the real estate industry to the note business. You may not know what a note is; but after listening to this episode, you will understand how everyone is involved in this business.
Where we are:
Sam - Brazil
Johnny - Chiang Mai
Links:
Dave’s Company: Pprnoteco.com
Free ebook: Pprnoteco.com/learn
Books:
Discussed:
ILAB 77 - Turney Real Estate Investing vs. REITs
Time Stamps:
01:02 – How he got into Note Investing?
08:29 – Buying notes vs. owning physical properties
10:36 – Basic definition of a Note
13:24 – Everyone’s role in the note business
14:20 – First notes he got involved in
15:31 – Individual investor to Institutional
16:25 – Where to acquire Notes?
16:44 – Classes of Notes
17:27 – Typical yields of the Notes
25:34 – What to do with non-performing Notes?
27:51 – What to know when starting in Note Investing?
31:45 – PPR’s fund premium returns
34:17 – How to invest in products on PPR?
39:47 – Difference between loan and mortgage
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!