Money For the Rest of Us

The Five Layers of Investing - Which Layers Is Your Portfolio Allocated?


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In Episode 491, we explore the five layers of investing, including which assets fit into each layer, and give examples of advertisements targeting each layer.

The five layers are:

  • 1. Short-term trading
  • 2. Longer-term speculations
  • 3. Individual securities
  • 4. Diversified portfolios focused on underlying drivers and factors
  • 5. Maximum diversification with few changes and just a few holdings


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Show Notes

Asset Camp

The Role of Emotions in Financial Decisions by David Tuckett—ResearchGate

Morningstar Active Passive Barometer

Related Episodes

486: How Retail Traders Lose Big While Enriching Wall Street

431: The Long-term Bullish Case for Gold

306: Three Approaches to Asset Allocation

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Money For the Rest of UsBy J. David Stein

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