Show Us Your Portfolio: Katie Stockton
Show Us Your PortfolioJanuary 25, 202400:52:48

Show Us Your Portfolio: Katie Stockton

In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the investing process. We cover Katie's approach to asset allocation, how she incorporates technical analysis into her strategy, international diversification, the benefits of a financial advisor, her views on leaving money to kids and a lot more.

00:00 - Intro
02:40 - How Katie thinks about her long-term goals
04:40 - Katie's views on retirement
07:38 - Asset allocation
13:36 - The benefits of a financial advisor
15:07 - Sector rotation in an ETF wrapper
21:35 - Applying technical analysis to bonds
27:12 - How Katie looks at investing internationally
32:02 - Technical analysis and the crowded technology trade
35:33 - Katie's views on crypto
38:13 - How Katie views her business in the context of her portfolio
40:44 - Katie's views on leaving money to her kids
44:28 - Katie's views on the current market
48:03 - Things Katie spends money on for non-financial reasons
50:27 - The one lesson Katie would teach the average investor

FOLLOW KATIE
Twitter: https://twitter.com/stocktonkatie

SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast

FIND OUT MORE ABOUT VALIDEA
https://www.validea.com

FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com

FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau