Show Us Your Portfolio: Larry Swedroe | How a Factor Investing Pioneer Manages His Own Money

Welcome to Excess Returns, where our goal is to make you a better investor. If you enjoy this video, please like and subscribe to get more videos like it and to help us reach more investors like you. In our latest episode of Show Us Your Portfolio, we speak with Buckingham Strategic Wealth's Larry Swedroe. Larry has dedicated his career to educating investors and has written more books and articles than we can list in that pursuit. We talk with Larry about how he takes his evidence-based approach to investing and translates it into managing his personal portfolio. We cover his approach to incorporating uncorrelated return streams into his overall approach, his unique use of assets outside of those traditionally used by investors, how he approaches equities and bonds, how his approach has changed over time and a lot more. 00:00 - Intro 02:54 - Larry's biggest long-term goals with his portfolio 06:31 - The relationship between wealth and happiness 08:00 - How Larry views retirement 10:39 - Larry's framework for constructing his portfolio 19:43 - How Larry's market exposure has changed over time 24:39 - How Larry thinks about incorporating illiquid assets 28:30 - How Larry approaches fixed income 31:28 - How Larry approaches his equity exposure 36:56 - Larry's thoughts on market timing 40:09 ' How Larry thinks about international diversification 42:41 - Larry's approach to private investing 48:56 - Overcoming investor's behavioral problems 53:22 - Investments that generate happiness instead of returns 57:21 - The one lesson Larry would teach the average investor FOLLOW LARRY ON TWITTER https://twitter.com/larryswedroe SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau