Rules-Based Investing

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Rules-Based Investing

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Episode Notes

The essence of rules-based investing is to have a predefined methodology to manage money. It can come in different forms. Rules-based investing expert and Founder of Portfolio Café, Tim Fortier, has been at this for over 30 years as an investment professional. In this show, you’re going to hear about the magical question you ought to be asking whenever you’re sitting across from somebody selling you a system or a process. This million-dollar question makes the other person explain themselves and it makes you really think about what it is that people are saying and how they’re structuring the pitch. Tim talks about Wall Street myths, how a lot of stuff being designed is based on the habits from 1950s, and how this can be a misleading us into bad investment mindsets. He also shares a key strategy about consistency and how to have consistent returns. If you are into stock investing or maybe you want to be in the stock investing, you’re going to absolutely love this show.

In this episode you’ll learn:

  • What rules-based investing is (05:48)
  • The first step to rules-based investing (17:26)
  • Why managing risk is the most important aspect of portfolio management (28:59)
  • What Tim is excited about for the future (43:00)
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About the Podcast

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Join Dustin Mathews from WealthFit.com as he gets inside the heads of today’s top money-makers, investors, and celebrity entrepreneurs. Learn unique ways to boost your income, invest smarter, and get the very best out of life!