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Show Us Your Portfolio: Dr. Daniel Crosby

Posted October 19, 2022
Validea Capital Management

In this edition of Show Us Your Portfolio, we speak with Dr. Daniel Crosby. Daniel is an expert in investor behavior and the Chief Behavioral Officer at Orion. We speak with Daniel about how he thinks about constructing his personal portfolio and the steps he takes to limit the negative effects of behavior in it. We also discuss his views on both equities and bonds and how he incorporates them into his strategy, how he thinks about 529 plans and college savings, his views on leaving money to his children, some of his biggest investing mistakes and a lot more.

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Originally Posted October 13, 2022 – Show Us Your Portfolio: Dr. Daniel Crosby

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