“I'm going to pick which option I think represents the best future return opportunities and risk every month… I'm going to invest in that ETF… I'm going to not sell. So when there's volatility, I'm just going to hang in there and ride it out”

Stuart Weems · Investopoly · Ep 430: Is financial advice worth it? What rules can't fix.

Play from 9:19
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What was described

Each month evaluate a set of global ETFs, pick the one with the best risk-adjusted return outlook, buy it, and hold through market volatility without selling

Said nearby on the same subject

“You could sell an ETF based on the S&P 500 and buy an ETF based on another index… or buy a fund that invests in the same industry”
♫
Said on Motley Fool Hidden Gems Investing
Growth tactic Share this moment
“We don't have predetermined allocations… go out and find the very best risk adjusted returns… constructing a portfolio by comparing A versus B.”
♫
Said on The Rules of Investing
How they work Share this moment
“Acquisition of Milton Corporation… introduced more capital, in Milton's case, $3.5 bn of capital that we were able to deploy into whatever we thought was the best risk-adjusted returns.”
♫
Said on The Rules of Investing
Business model $3.5 bn Share this moment
“I'd take 80% of that budget and I'd give it … buy the best managers and seniors… the last 20 percent, I would go buy the best tools on the market.”
JN
Justin Noble
The Audit Podcast ·
Why it worked 80%, 20% Share this moment

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