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Ep 6. The Art and Science of Portfolio Structure
Manage episode 295633761 series 2931434
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Kristen has gotten further into crypto, but isn’t really sure what she is doing. Fortunately she only invested $300, because she bought in right at the peak and lost 33% of her profit overnight(Recorded 5/21/21 ). FOMO is real! Kristen also downloaded her first trading app and realized there is much more to learn before making moves!
Colby introduces the panic/denial continuum and they discuss the market manipulation at play in social media. As the old adage goes “When other people are fearful, be greedy; when everybody is greedy, be fearful”. Now that Kristen has downloaded a trading app, and dipped her toes into some speculative crypto plays, Colby introduces the next steps of the process: determining portfolio structure and investment goals.
It’s time to start thinking about investment sectors of interest, learning to identify trends, and determining time frames for investments(looking at you, capital gains tax!).
Recorded 5/21/21
List of Topics/subjects discussed
- FOMO struck Kristen again...
- GME sentiment inspires the cynic in Kristen, but Colby isn’t so easily sold on the short squeeze motivations of reddit “Apes”
- Kristen downloaded WeBull and realized she is FAR from executing trades. There is a lot of technical information to absorb, but does ALL of the information matter?
- Colby busts out some charts (watch the episode on youtube here and follow along!)
- Denial Panic Continuum
- Fight the FOMO - it’s the opposite of herd mentality. Don’t get caught with too much toilet paper, but also, scarcity is a bad place to operate from. Finding balance requires fundamental and technical analysis
- 3 Steps to a solid portfolio structure
3 Lessons Learned
- Market manipulation is real. Who is your info coming from?
- “When other people are fearful, be greedy; when everybody is greedy, be fearful”
- The basics of portfolio structuring and why it’s important to determine from the start
Credits:
- Production - Seth Cross - Frontal Lobe Productions
- Intro/Outro - Chad Bailey
- Sponsored by - Quiver Financial
- Music - Future Looks Bright - Nick Petrov
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