The Characteristics of a Good Investment Process - And How to Know When to Change It
Two Quants and a Financial PlannerDecember 04, 202300:42:10

The Characteristics of a Good Investment Process - And How to Know When to Change It

One of the most common pieces of advice given to investors is to have a process. But figuring out what that process should be is much more challenging. And determining when to change it is even harder. In this episode, we tackle both issues. We look at the characteristics of a good investment process. We also look at international diversification, the 60-40 portfolio and the struggles of value investing as examples of how to think about when to change it.

#investoreducation

00:00 - Intro
02:38 - The characteristics of a good investment process
13:42 - How to think about when to change an investment process
16:32 - Does international diversification still work?
22:11 - Analyzing whether the 60-40 portfolio still makes sense
29:29 - Is value investing dead?
37:04 - A win-win vs. a win-when
39:57 - A good process is personal

ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.

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