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Investing for Ourselves: Steve Davenport
Please text and tell us what you like
“Leave it alone” sounds comforting until you’ve watched a concentrated stock position implode, or you’ve lived through a year where both stocks and bonds drop together. Clem and I sit down to walk through Steve Davenport’s portfolio mindset, and the through-line is simple: risk management is not a side hobby, it’s the job. We talk about why he’ll trim positions, raise cash, and occasionally buy put options when the cost of insurance looks cheap, using volatility and the VIX as a real-time input rather than a headline.
We also get specific about decision tools investors can actually use. Steve explains how Morningstar star ratings can prompt a hard question: if you had cash today, would you buy the stock at this price? From there we dig into fundamentals like P/E, PEG, and price to book, plus signals like Bollinger Bands to spot extreme moves. We connect that to a broader view on market efficiency, and why options markets, even on large caps, can create moments of mispricing for disciplined investors.
From asset allocation to retirement income, we cover how he thinks about a 70/30 style baseline, when he shifts toward 60/40, and why dividend stocks and bonds yielding 3% to 5% can change the “cash vs equities” debate. We discuss mid-cap investing for better risk-adjusted returns, tax efficiency through lower turnover and tax-year timing, and why index investing can become “accidental active” when a handful of mega-cap names dominate. There’s even a look at private real estate and how it fits on a continuum from cash to growth.
If you want a clearer framework for defensive investing, options hedging, and building a portfolio you can stick with, listen now. Subscribe, share this with a friend who’s stuck in FOMO, and leave a review if it helps. What part of your portfolio feels like an unplanned risk right now?
Straight Talk for All - Nonsense for None
Please check out our other podcasts:
https://skepticsguidetoinvesting.buzzsprout.com
Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.
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By Steve Davenport, Clement MillerPlease text and tell us what you like
“Leave it alone” sounds comforting until you’ve watched a concentrated stock position implode, or you’ve lived through a year where both stocks and bonds drop together. Clem and I sit down to walk through Steve Davenport’s portfolio mindset, and the through-line is simple: risk management is not a side hobby, it’s the job. We talk about why he’ll trim positions, raise cash, and occasionally buy put options when the cost of insurance looks cheap, using volatility and the VIX as a real-time input rather than a headline.
We also get specific about decision tools investors can actually use. Steve explains how Morningstar star ratings can prompt a hard question: if you had cash today, would you buy the stock at this price? From there we dig into fundamentals like P/E, PEG, and price to book, plus signals like Bollinger Bands to spot extreme moves. We connect that to a broader view on market efficiency, and why options markets, even on large caps, can create moments of mispricing for disciplined investors.
From asset allocation to retirement income, we cover how he thinks about a 70/30 style baseline, when he shifts toward 60/40, and why dividend stocks and bonds yielding 3% to 5% can change the “cash vs equities” debate. We discuss mid-cap investing for better risk-adjusted returns, tax efficiency through lower turnover and tax-year timing, and why index investing can become “accidental active” when a handful of mega-cap names dominate. There’s even a look at private real estate and how it fits on a continuum from cash to growth.
If you want a clearer framework for defensive investing, options hedging, and building a portfolio you can stick with, listen now. Subscribe, share this with a friend who’s stuck in FOMO, and leave a review if it helps. What part of your portfolio feels like an unplanned risk right now?
Straight Talk for All - Nonsense for None
Please check out our other podcasts:
https://skepticsguidetoinvesting.buzzsprout.com
Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.