Show Us Your Portfolio: Andrew Beer
Show Us Your PortfolioJanuary 18, 202401:11:45

Show Us Your Portfolio: Andrew Beer

In this episode, we speak with DBi founder Andrew Beer about his approach to managing his personal portfolio. We discuss how Andrew looks at his portfolio in the context of his life goals, his views on stocks and bonds, how he incorporates managed futures into his portfolio, his views on homeownership and charitable giving and a lot more.

00:00 - Intro
01:58 - Andrew's goals with his portfolio
04:17 - Andrew's views on retirement
06:25 - Andrew's liquid portfolio
09:13 - Are bonds useless as a diversifier?
12:59 - The benefits of managed futures
17:34 - The return profile of managed futures
23:16 - Benchmarking and your friends at the cocktail party
26:43 - Andrew's equity strategy
34:41 - Andrew's views on market timing
36:38 - The rising correlation of equities and bonds
42:14 - Balancing managed futures and direct commodity exposure
43:45 - Andrew's views on private equity
50:59 - Andrew's advice to his younger self after a liquidity event
01:03:09 - Andrew's views on homeownership
01:08:32 - The one lesson Andrew would teach the average investor

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LinkedIn: https://www.linkedin.com/in/andrewdbeer/

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