Cullen Roche on the Art of Building a Perfect Portfolio
Episode publishedPodcast: Odd LotsOdd Lots
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Hello, and welcome to another episode of the Odd Lots Podcast. I'm Joe Wiesenthal.
And I'm Tracy Allaway.
Tracy, I know, like, everyone is, like, really into what's the hot stock these days. NVIDIA, how do I play the AI boom? It's interesting. You could make a lot of money and get the right stocks. I love the general topic of just, like, optimal portfolio construction. It seems like a fascinating puzzle to me, how to fit different types of assets together in one coherent thing.
It always felt to me like a study in behavioral science almost because I think everyone always says, you know, just invest in an index fund or maybe sixty forty. Although as we saw in 2022, that has its own problems, and we can talk about that. But I think this is, like, the one area in people's lives where they actually crave complexity. Right? Like, it doesn't sound right to be like I know. Just put your money in an index fund and forget about it.
I know. It's like the simple it's like the simplest investing strategy is the hardest Yeah. For people. It's really hard though. Like when you see people making life changing amount of money, goes like, oh, I was in, you know, SanDisk. Right? And suddenly everyone wants memory because of AI, and they're up 500% in a year. It's like, damn, you know, like, I'm really happy with my 12% year that I've been making, but I really it's really hard.
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