Using an Investing Checklist to Improve your Portfolio with Brian Feroldi
#48: Investing expert Brian Feroldi joins Chris to discuss the current market, Brian’s counterintuitive investing philosophy, making an investor checklist, evaluating risk, investor policy statements, understanding market capitalization, creating an exit strategy, asymmetric bets and more.
Brian Feroldi (@BrianFeroldi) is a financial educator, YouTuber, and author of Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing in School, But Weren’t, who has also written more than 3,000 articles on stocks, investing, and personal finance for the Motley Fool. He's been intensely interested in money, personal finance, and investing since he graduated from college and shares his knowledge with the world on Twitter, YouTube, Instagram and Fool.com.
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Selected Links From The Episode
Connect with Brian Feroldi: Twitter | YouTube | Instagram | Website | Motley Fool Articles
Brian's Site: Long Term Mindset
Order Brian’s Book: Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing in School, But Weren’t
YouTube Video: Brian Feroldi’s Stock Investing Checklist: A Step By Step Guide
Brian’s Investing Checklist: brianferoldi.com/checklist/
Stock Investing Platforms mentioned: Interactive Brokers | M1 Finance
Rhode Island Recommendations: Hemenway’s Restaurant | Waterfire Providence | Tilted Barn Brewery
Books Referenced:
- Warren Buffet and the Interpretation of Financial Statements: The Search for the Company with Durable Competitive Advantage by Mary Buffett and David Clark
- The Little Book That Builds Wealth: The Knockout Formula for Finding Great Investments by Pat Dorsey
- 100 Baggers: Stocks that Return 100-to-1and How to Find Them by Christopher W. Mayer
Full Show Notes
Timecodes coming soon
Chris welcomes Brian to the podcast
Making sense of the current market
How Brian feels about calm and volatile times
Timing the market vs. dollar-cost averaging
How Brian thinks about managing his own portfolio
Evaluating risk
The Investor policy statement
How to make an investing checklist
Educating yourself on what to look for when finding a company to invest in
Is Brian's investing more passive or wild bets?
Is price even a factor when investing in stocks?
Understanding market capitalization
Exiting positions when the market cap gets too large
Determining your exit strategy and keeping an investment journal
When to double down on your position
Brian’s counterintuitive investing philosophy
What platform does Brian use to trade?
How to evaluate how a stock or company is doing
Online Resources to compare your stock to the rest of the market
Taking on higher risk bets
Researching and finding asymmetrical bets
Is the vetting process for asymmetrical bets
Five stocks that Brian is keeping his eye on
Brian's book recommendations
Brian's contrarian opinion on paying down mortgage fast
"My financial goal is to make my finances unbreakable." Morgan Housel
Brian's local recommendations for Rhode Island
Where to find Brian online
Connect with Chris
Newsletter | Membership | X | Instagram | LinkedIn
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