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Building a resilient, personalized investment portfolio is the cornerstone of achieving true financial independence. In this episode, we're joined by renowned financial strategist Cullen Roche, CIO Discipline Funds, to discuss the core principles from his essential new book, Your Perfect Portfolio. Drawing on two decades of experience, Cullen dismantles the myth of a single "best" strategy and provides a practical framework for constructing a portfolio that aligns with your unique goals, risk tolerance, and temperament. We delve into over 20 influential investment philosophies—from value and trend-following to innovative modern approaches—and break down the ten timeless principles that should guide every investor's decisions. Whether you're a hands-on stock picker or prefer a simple, automated plan, this conversation provides the tools and clarity you need to build confidence and take control of your financial future.
#Investing #PortfolioConstruction #FinancialIndependence #WealthBuilding #AssetAllocation #InvestmentStrategy #CullenRoche #YourPerfectPortfolio
By Dr. Joel Palathinkal4.5
66 ratings
Building a resilient, personalized investment portfolio is the cornerstone of achieving true financial independence. In this episode, we're joined by renowned financial strategist Cullen Roche, CIO Discipline Funds, to discuss the core principles from his essential new book, Your Perfect Portfolio. Drawing on two decades of experience, Cullen dismantles the myth of a single "best" strategy and provides a practical framework for constructing a portfolio that aligns with your unique goals, risk tolerance, and temperament. We delve into over 20 influential investment philosophies—from value and trend-following to innovative modern approaches—and break down the ten timeless principles that should guide every investor's decisions. Whether you're a hands-on stock picker or prefer a simple, automated plan, this conversation provides the tools and clarity you need to build confidence and take control of your financial future.
#Investing #PortfolioConstruction #FinancialIndependence #WealthBuilding #AssetAllocation #InvestmentStrategy #CullenRoche #YourPerfectPortfolio