How to Construct a Diversified Stock Portfolio of Major Index Funds | Money With Katie Podcast

I’m not an investment professional or licensed financial advisor, but I do have access to free products and portfolios built by licensed investment professionals—and so do you! The perks of living in 2022, right?
This week, we’re breaking down a few big investing topics:

the relationship between risk and returns

diversification beyond the S&P 500 (and why it’s something you may want to consider, considering it involves securities that aren’t down 25% YTD)

the (free) tools you can use to level up your portfolio

I also sat down for a conversation with Trey Lockerbie of The Investor’s Podcast Network (link to talk about all things “value investing,” Warren Buffett, and why Trey can’t help himself from investing in individual stocks.
To learn more about our sponsor, Vin Social, check out link
Episode transcripts can be found at link
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Mentioned in the Episode

Rational Reminder on "factor investing": link

Ken Fisher, American billionaire investment analyst: link

Callan’s Periodic Table of Investment Returns: link

S&P 500 total returns by year: link

M1 Finance: link

Roth IRAs per the IRS: link

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