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Podcast: The Meb Faber Show - Better Investing
Episode: Build YOUR Perfect Portfolio (w/ Cullen Roche) | #612
Description: My guest today is Cullen Roche, Chief Investment Officer at Orcam Financial Group and Discipline Funds. His latest book is Your Perfect Portfolio: The ultimate guide to using the world’s most powerful investing strategies.
In today’s episode, Cullen walks through the principles of portfolio construction. He emphasizes the importance of viewing investments as a means of savings rather than a quick path to wealth. Cullen explores the significance of time horizons in investment decisions, why real returns are what matter, and the origins of the 60/40 portfolio.
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(1:38) Principles of portfolio construction
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