Breaking Down My Investment Portfolio

How I invest my own money, and where my views on money come from. I walk through my whole balance sheet: one global equity fund, a private equity stake in the company that acquired PWL, the house we live in, and more cash than I probably need. Not every choice is “rational,” and that’s fine.

Parts of this video come from my chapter in Brian Portnoy’s How I Invest My Money, Volume 2, which is available for pre-order. I have no financial stake in the book.

Brian's book: https://www.amazon.com/dp/B0H8BM5CVP?lv=shuf&channelId=500&plpRedirect=mhFallback

Most people save without knowing their real "why." This is a free exercise for Canadians to find it: https://research-tools.pwlcapital.com/research/goals?utm_source=research&utm_medium=planningtools&utm_campaign=ben_yt

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*Timestamps*
00:00 - Intro
00:34 - My Upbringing & Views on Wealth
05:12 - College & Early Career
10:35 - My Actual Portfolio (pt. 1: DFA607)
12:37 - My Actual Portfolio (pt. 2: Private Equity??)
15:10 - My Actual Portfolio (pt. 3: My Home)
17:14 - My Actual Portfolio (pt. 4: Cash)

*References*
https://zbib.org/94305cdbe966456384180c72fc89f2f7

*Avoid Online Scams https://pwlcapital.com/stay-safe-online/
I will never reach out to you on social media platforms or WhatsApp to give financial advice. These are scammers trying to commit fraud.

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YouTube Channel @rationalreminder
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