Show Us Your Portfolio: Cullen Roche

In this episode, our good friend Cullen Roche returns to the podcast for his 5th appearance. But this time, instead of talking about the macroeconomy as we have in his previous appearances, we discuss how he manages his personal portfolio. We talk about Cullen’s unique approach of matching the duration of the asset classes he invests in with his personal goals. We also discuss whether his macro views influence his portfolio, how he looks at international diversification, his views on leaving money to children and a lot more.

• 02:32 – Cullen’s goals with his personal portfolio
• 04:50 – Matching the duration of assets with liabilities
• 09:38 – How Cullen views retirement
• 14:28 – Do Cullen’s macro views influence his portfolio?
• 18:06 – All duration investing
• 26:57 – The liquid asset classes Cullen uses in his portfolio
• 29:10 – How Cullen views his allocation to bonds
• 32:27 – How Cullen views his equity allocation
• 35:04 – Cullen’s views on using valuation in an equity strategy
• 37:52 – How Cullen views international diversification
• 40:48 – When strategies that work over the long-term stop working for extended periods of time
• 42:32– Cullen’s view on private investing
• 47:24 – Cullen’s view on crypto
• 53:57 – Does Cullen look at his house as an investment?
• 58:51 – Cullen’s views on leaving money to his children
• 01:01:35 – Don’t buy a boat
• 01:03:03 – The joys of gardening
• 01:05:40 – The one lesson Cullen would teach the average investor

Listen on Apple

Listen on Spotify

Watch on YouTube

—

Originally Posted September 12, 2023 – Show Us Your Portfolio: Cullen Roche