June 30, 2021

51. The Case for Passive Investing with Brendan Lee Young

51. The Case for Passive Investing with Brendan Lee Young

Brendan Lee Young is the CEO of Passiv. Passiv is a portfolio management tool that makes it easier for DIY investors to maintain a balanced portfolio and build and maintain a passive investment strategy. On this episode of CFO at Home Brendan and...

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Investing

Brendan Lee Young is the CEO of Passiv. Passiv is a portfolio management tool that makes it easier for DIY investors to maintain a balanced portfolio and build and maintain a passive investment strategy. On this episode of CFO at Home Brendan and Vince discuss passive investing; what it is and the benefits, maintaining a balanced portfolio, and more.

  • Key Takeaways:
    • General Benefits of Passive investing
      • Saves time when compared to stock picking
      • Lower fund fees when compared to actively managed funds
      • Based on Buy-and-Hold strategy that reduces opportunities for human error
      • Provides stability relative to active management
      • Tax Efficient
    • Market history suggests that passive investing works best for those with long-term investment time horizons
  • Keep a balanced portfolio
    • Asset allocation (%s of different investment types in a portfolio) can change from time to time due to changes in asset prices. 
    • Maintaining  your asset allocation targets is important in order to keep your portfolio in line with your risk tolerance and investment time horizon
    • When seeking to maintain a overall asset allocation within your portfolio, it’s important to take into account all of your investment accounts