Portfolio Management Strategies: Navigating the January Rally and Avoiding Investor Traps

In this episode of Stocks Neat, Co-Portfolio Manager Harvey Migotti joins CIO Steve Johnson to discuss the recent January rally and what it could mean for future returns. They also share insights on how investors can protect themselves from being too conservative and missing out on potential gains.

Special guest Liam Shorte, @SMSFCoach on Twitter, then joins the podcast to further explore this topic. He discusses portfolio construction principles and tools investors can use to navigate tumultuous stock markets.

They discuss the typical behaviour of investors during market highs and lows and share some client success stories and anecdotes to illustrate the benefits of regular rebalancing, dollar cost averaging, and dynamic bands in portfolio construction.

Show Notes:
– 10-Year Anniversary of the Forager International Shares Fund: Reflections and Plans for the Future →
– Gareth's Tweet →
– Steve's book recommendation: Chip War by Chris Miller →

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