In this video we’ll look at nine rules of investing. These distill what I’ve learned over the course of my own investment journey but also draws on what I’ve learned from our investment community and my one-to-one coaching clients.
Timestamps
00:00 Introduction
00:23 1. Invest For Financial Goals
01:26 2. Keep It Simple
03:05 3. Keep Fees Low
04:54 4. Know Expected Returns
06:26 5. Know Yourself
09:14 6. Exciting? You’re Doing It Wrong
10:17 7. Live Long & Prosper
11:54 8. Keep It Tax Efficient
13:03 9. Have A (Flexible) Plan
With stock valuations near all-time highs in the U.S., many people are asking whether we should reduce or exposure to stocks. In fact, a recent Vanguard market outlook report concluded that a typical 60/40 retirement portfolio may be too rich, and that a 40/60 portfolio is a better option in this valuation environment.
0:00 - Intro
0:45 - Current Shiller PE Ratio
3:07 - 2025 Economic Market Outlook
5:27 - Reverse Equity Glide Path
7:33 - Should we reduce our stock exposure?
15:05 - Big takeaway