In this episode we speak with Chesapeake Capital founder Jerry Parker about how he manages his personal portfolio. We discuss Jerry's trend following based approach and how he uses it to construct a portfolio that balances risk and return. We also discuss the problems with the 60-40 portfolio, the details of building a trend following strategy, charitable giving, leaving money to children and a lot more.
00:00 - Intro
02:42 - Jerry's biggest goals with his portfolio
04:12 - The power of compounding
06:33 - Jerry's views on retirement
10:29 - The issues with the 60-40 portfolio
14:09 - Why do investors only invest in stocks and bonds?
15:33 - The benefits of the ETF wrapper
17:37 - Jerry's evolution as an investor
20:06 - Constructing a trend following portfolio
23:07 - Selecting the assets to include in a trend following portfolio
26:09 - The benefits of including individual stocks in a trend following portfolio
28:32 - Building a trend following ETF
32:29 - Jerry's thoughts on leverage
35:52 - The role of emotion in investing
37:46 - Jerry's real estate investments
42:30 - How Jerry views his business in his overall portfolio
44:41 - Jerry's view on cryptocurrencies
51:00 - Jerry's views on leaving money to children
53:10 - Jerry's charitable giving approach
55:57 - Things Jerry spends money on for his own enjoyment
58:35 - The one lesson Jerry would teach the average investor
JERRY'S ETF
https://tfpnetf.com/
FOLLOW JERRY ON TWITTER
https://twitter.com/rjparkerjr09
FOLLOW JERRY ON LINKEDIN
https://www.linkedin.com/in/jerry-parker-7174ab12/
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https://www.valideacapital.com
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Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
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