Excess Returns

Show Us Your Portfolio: Andrew Beer

01.18.2024 - By Jack Forehand and Justin CarbonneauPlay

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In this episode, we speak with DBi founder Andrew Beer about his approach to managing his personal portfolio. We discuss how Andrew looks at his portfolio in the context of his life goals, his views on stocks and bonds, how he incorporates managed futures into his portfolio, his views on homeownership and charitable giving and a lot more.

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