By listener request! In this bonus segment, host Jeff Harrell reveals his personal investment portfolio and shares insights on how he arrived at his current financial position.

The table supplement he references throughout this bonus segment lists his asset allocation of stocks, bonds, and cash equivalents, as well as the percentages he is targeting by asset class. He also gives detailed explanations for the ways in which real-life circumstances have influenced the composition of the specific investments in his portfolio.

By observing how Jeff has applied the investment strategies he highlights throughout his Invested Poorly podcast episodes, you should be able to develop a similar portfolio, tailored to your own circumstances.

Prepare to understand the investment approach taken by someone already living a financially independent lifestyle.

(Season 3 Bonus)

Resource Mentioned:

• My Investment Portfolio table (with Individual Stocks Portfolio table) - illustrates Jeff Harrell’s asset allocation of stocks, bonds, and cash equivalents, as well as the percentages he is targeting by asset class - see episode Show Notes on our website

Other Episodes Referenced:

• Index Funds Are the “Right” Way to Invest…Maybe?? (S3 E3)
• High-Yield Bonds…Junk or Treasure? (S3 E5)
• Asset Location Is All About…Taxes, Taxes, Taxes (S2 E5)

Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com

S3 E11: Season 3 is a wrap! Host Jeff Harrell recaps the third season, summarizing all the investing and financial topics covered over the previous 10 episodes. These included discussions on stocks and bonds (individual and funds), legacy planning, financial advice, managing investor fears, and much more.

Reminder: As you progress down the road to financial independence (FI), when it comes to your investments always… “ignore the noise.”

Jeff also invites listeners to contribute their own ideas and says how to support the show for bringing about future podcast episodes and resources to help you reach your FI goals.

(Season 3 Episode 11)

Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com

S3 E10: One trait that’s nearly universal among investors is fear. Given the inherent uncertainties in investment outcomes, investors frequently seek strategies that promise a higher degree of control over their portfolios. These strategies range from simple to complex trading methodologies, as well as various insurance-based investment products. Buyer beware!

Jeff Harrell has observed numerous attempts by investors to "protect" their investments using stop-loss orders, annuities, option trading, and more. Although such strategies appear advantageous in theory, their practical implementation often yields unexpected and disappointing results. As you will hear him reiterate, if something seems too good to be true, it probably is.

Rather than attempting to eliminate fear, investors must learn to manage fear by accepting volatility— which will likely lead to superior long-term results.

(Season 3 Episode 10)

Other Episodes Referenced:

• Saver or Investor…Which One Are You? (S1 E3)
• I’ll Wait to Invest When the Stock Market Pulls Back…Why? (S1 E7)

Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com