FYI: People ask me all the time about how I invest my personal money. I don’t think I’ve ever written about this before, in more than ten years of blogging!
Very simply put, I’m a mixture of active and passive, a mixture of mutual funds, individual securities and ETFs, a mixture of public and private assets. What is consistent is that almost everything I do is with a long-term bias. I don’t day trade or swing trade, because I’m bad at it and I feel as though those activities are a full-time commitment. I don’t want to commit to any investing style that requires my attention all day long because I’m building and running a company. My priority is my firm, my clients and my employees. So when I invest in something, I usually intend to stay invested.
Regards,
Ted
https://thereformedbroker.com/2019/10/10/how-i-invest-my-own-money-2/
Comments
" ...My 401(k) is invested in the exact same asset allocation model as we use for our clients...."
Josh is awesome - followed him and Barry for years. IMO their firm is doing things right and if I ever needed to pick up RIAs to manage money I'd probably go with them.