53 min
How to do capital allocation & invest? Psychology of investing. The Gold Collar Investor
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- Investing
In today’s show, Pancham interviews Juan Carlos Herrera - founding partner of Quantor Capital and managing director of Inscription Capital - and together with Julio Cacho, founder and Chief Investment Officer of Quantor Capital and Inscription Capital.
Juan and Julio have the same investment philosophy: diversifying their portfolio accordingly to the market across multiple assets. With their same investment approach, they have built 2 investment firms, have been providing financial advice and are overseeing more than one billion dollars in assets!
In today’s episode, you’ll know more about diversification as they share its perks and the factors to consider when expanding your portfolio.
They’ll also share their principles, allocating your investments, and knowing your risk tolerance so you can invest to the fullest so this is definitely a don’t-miss episode!
Listen and enjoy the show!
Quote:
"The principle here is to diversify as much as you can because that’s the only real free lunch that we have.”
Timestamped Shownotes:
2:36 - Pancham introduces Juan and Julio into the show 5:01 - How they met and built their investment model 9:42 - Why the asset prices are unpredictable 12:45 - Guide on how to heavily diversify your investments 22:14 - Breaking down your cash in 3 “buckets” 25:17 - Identifying your risk tolerance to know how much to invest 32:19 - How to overcome psychological hurdles in investing 37:18 - How their investment philosophy didn’t changed over time 44:02 - Taking the Leap Round 44:02 - Their 1st invested outside of Wall Street 45:13 - Overcoming their fear of doing everything the right way 46:11 - Lessons learned for their investments that didn’t end well 48:36 - Their lasting advice to investors 50:48 - Juan and Julio’s contact information 3 Key Points:
Diversify and invest in as many assets classes as you can since no one knows what would be the best asset from now onwards. It will be very difficult to outperform the markets so the best solution is to simply replicate the market. By identifying your own risk tolerance, you can decide the type of portfolio you would want to have and can know your expected returns. Get in Touch:
Inscription Capital Website - https://inscriptioncapital.com Quantor Capital Website - https://www.quantorcapital.com Juan Carlos Herrera LinkedIn - https://www.linkedin.com/in/juan-carlos-herrera-253a8714/ Julio Cacho Twitter - https://twitter.com/jcachodiaz Now Know This Podcast - https://www.audible.com/pd/Now-Know-This-Investments-Economics-Behavior-Podcast/B08K565KY1?qid=1617190287&sr=1-1&ref=a_search_c3_lProduct_1_1&pf_rd_p=83218cca-c308-412f-bfcf-90198b687a2f&pf_rd_r=XS5T9KKCSGD1B93XRDR3 Watch The Gold Collar Investor Show #5 at https://thegoldcollarinvestor.com/show5/ Pancham Gupta Email - p@thegoldcollarinvestor.com
In today’s show, Pancham interviews Juan Carlos Herrera - founding partner of Quantor Capital and managing director of Inscription Capital - and together with Julio Cacho, founder and Chief Investment Officer of Quantor Capital and Inscription Capital.
Juan and Julio have the same investment philosophy: diversifying their portfolio accordingly to the market across multiple assets. With their same investment approach, they have built 2 investment firms, have been providing financial advice and are overseeing more than one billion dollars in assets!
In today’s episode, you’ll know more about diversification as they share its perks and the factors to consider when expanding your portfolio.
They’ll also share their principles, allocating your investments, and knowing your risk tolerance so you can invest to the fullest so this is definitely a don’t-miss episode!
Listen and enjoy the show!
Quote:
"The principle here is to diversify as much as you can because that’s the only real free lunch that we have.”
Timestamped Shownotes:
2:36 - Pancham introduces Juan and Julio into the show 5:01 - How they met and built their investment model 9:42 - Why the asset prices are unpredictable 12:45 - Guide on how to heavily diversify your investments 22:14 - Breaking down your cash in 3 “buckets” 25:17 - Identifying your risk tolerance to know how much to invest 32:19 - How to overcome psychological hurdles in investing 37:18 - How their investment philosophy didn’t changed over time 44:02 - Taking the Leap Round 44:02 - Their 1st invested outside of Wall Street 45:13 - Overcoming their fear of doing everything the right way 46:11 - Lessons learned for their investments that didn’t end well 48:36 - Their lasting advice to investors 50:48 - Juan and Julio’s contact information 3 Key Points:
Diversify and invest in as many assets classes as you can since no one knows what would be the best asset from now onwards. It will be very difficult to outperform the markets so the best solution is to simply replicate the market. By identifying your own risk tolerance, you can decide the type of portfolio you would want to have and can know your expected returns. Get in Touch:
Inscription Capital Website - https://inscriptioncapital.com Quantor Capital Website - https://www.quantorcapital.com Juan Carlos Herrera LinkedIn - https://www.linkedin.com/in/juan-carlos-herrera-253a8714/ Julio Cacho Twitter - https://twitter.com/jcachodiaz Now Know This Podcast - https://www.audible.com/pd/Now-Know-This-Investments-Economics-Behavior-Podcast/B08K565KY1?qid=1617190287&sr=1-1&ref=a_search_c3_lProduct_1_1&pf_rd_p=83218cca-c308-412f-bfcf-90198b687a2f&pf_rd_r=XS5T9KKCSGD1B93XRDR3 Watch The Gold Collar Investor Show #5 at https://thegoldcollarinvestor.com/show5/ Pancham Gupta Email - p@thegoldcollarinvestor.com
53 min