Show Us Your Portfolio | Cullen Roche | Building a Personal Portfolio Using All Duration Investing
Show Us Your PortfolioSeptember 07, 202301:08:09

Show Us Your Portfolio | Cullen Roche | Building a Personal Portfolio Using All Duration Investing

In this episode, our good friend Cullen Roche returns to the podcast for his 5th appearance. But this time, instead of talking about the macroeconomy as we have in his previous appearances, we discuss how he manages his personal portfolio. We talk about Cullen's unique approach of matching the duration of the asset classes he invests in with his personal goals. We also discuss whether his macro views influence his portfolio, how he looks at international diversification, his views on leaving money to children and a lot more.

00:00 - Intro
02:32 - Cullen's goals with his personal portfolio
04:50 - Matching the duration of assets with liabilities
09:38 - How Cullen views retirement
14:28 - Do Cullen's macro views influence his portfolio?
18:06 - All duration investing
26:57 - The liquid asset classes Cullen uses in his portfolio
29:10 - How Cullen views his allocation to bonds
32:27 - How Cullen views his equity allocation
35:04 - Cullen's views on using valuation in an equity strategy
37:52 - How Cullen views international diversification
40:48 - When strategies that work over the long-term stop working for extended periods of time
42:32- Cullen's view on private investing
47:24 - Cullen's view on crypto
53:57 - Does Cullen look at his house as an investment?
58:51 - Cullen's views on leaving money to his children
01:01:35 - Don't buy a boat
01:03:03 - The joys of gardening
01:05:40 - The one lesson Cullen would teach the average investor

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