Using an Investing Checklist to Improve your Portfolio with Brian Feroldi

#48: Investing expert Brian Feroldi joins Chris to discuss the current market, Brian’s counterintuitive investing philosophy, making an investor checklist, evaluating risk, investor policy statements, understanding market capitalization, creating an exit strategy, asymmetric bets and more.

Brian Feroldi (@BrianFeroldi) is a financial educator, YouTuber, and author of Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing in School, But Weren’t, who has also written more than 3,000 articles on stocks, investing, and personal finance for the Motley Fool. He's been intensely interested in money, personal finance, and investing since he graduated from college and shares his knowledge with the world on Twitter, YouTube, Instagram and Fool.com.

Full show notes at: https://allthehacks.com/investing-checklist-brian-feroldi

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Resources Mentioned

Connect with Brian Feroldi: Twitter | YouTube | Instagram | Website | Motley Fool Articles

Brian's Site: Long Term Mindset

Order Brian’s Book: Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing in School, But Weren’t

YouTube Video: Brian Feroldi’s Stock Investing Checklist: A Step By Step Guide

Brian’s Investing Checklist: brianferoldi.com/checklist/

Stock Investing Platforms mentioned: Interactive Brokers | M1 Finance

Rhode Island Recommendations: Hemenway’s Restaurant | Waterfire Providence | Tilted Barn Brewery

 Books Referenced:

Warren Buffet and the Interpretation of Financial Statements: The Search for the Company with Durable Competitive Advantage by Mary Buffett and David Clark

The Little Book That Builds Wealth: The Knockout Formula for Finding Great Investments by Pat Dorsey

100 Baggers: Stocks that Return 100-to-1and How to Find Them by Christopher W. Mayer

Full Show Notes

(01:15) Chris Welcomes Brian to All The Hacks

(01:25) Making Sense of the Current Market

(03:06) Brian's Perspective on Calm and Volatile Times

(04:13) Timing the Market vs. Dollar-Cost Averaging

(06:35) Brian's Approach to Managing His Portfolio

(08:27) The Art of Evaluating Risk

(09:43) Crafting an Investor Policy Statement

(12:20) Building an Effective Investing Checklist

(16:25) Educating Yourself for Informed Company Selection

(19:54) Balancing Passive Investment with Bold Bets

(22:55) The Role of Price in Stock Investing

(25:20) Demystifying Market Capitalization

(27:12) Exiting Positions in Response to Market Cap Growth

(28:31) Defining Exit Strategies and Keeping Investment Journals

(30:52) Doubling Down: Knowing When to Reinforce Positions

(33:35) Brian's Counterintuitive Investment Philosophy

(36:22) Brian's Choice Trading Platform

(39:01) Evaluating Company Performance

(41:18) Online Resources for Comparative Analysis

(41:58) Venturing into Higher-Risk Endeavors

(43:53) Researching and Unearthing Asymmetrical Bets

(45:34) Differing Vetting Processes for High-Risk and Low-Risk Investments

(47:28) Brian's Watchlist: Five Intriguing Stocks

(49:08) Book Recommendations from Brian

(52:52) Contrarian View on Accelerated Mortgage Payment

(52:52) Local Rhode Island Recommendations

(54:24) Connecting with Brian Online

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