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TGCI 114: How to do capital allocation & invest? Psychology of investing.
Episode 114

TGCI 114: How to do capital allocation & invest? Psychology of investing.

The Gold Collar Investor

April 5, 202153m 16s

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Show Notes

In today's show, Pancham interviews Juan Carlos Herrera - founding partner of Quantor Capital and managing director of Inscription Capital - and together with Julio Cacho, founder and Chief Investment Officer of Quantor Capital and Inscription Capital.

Juan and Julio have the same investment philosophy: diversifying their portfolio accordingly to the market across multiple assets. With their same investment approach, they have built 2 investment firms, have been providing financial advice and are overseeing more than one billion dollars in assets!

In today's episode, you'll know more about diversification as they share its perks and the factors to consider when expanding your portfolio.

They'll also share their principles, allocating your investments, and knowing your risk tolerance so you can invest to the fullest so this is definitely a don't-miss episode!

Listen and enjoy the show!

Quote:

"The principle here is to diversify as much as you can because that's the only real free lunch that we have."

Timestamped Shownotes:

  • 2:36 - Pancham introduces Juan and Julio into the show
  • 5:01 - How they met and built their investment model
  • 9:42 - Why the asset prices are unpredictable
  • 12:45 - Guide on how to heavily diversify your investments
  • 22:14 - Breaking down your cash in 3 "buckets"
  • 25:17 - Identifying your risk tolerance to know how much to invest
  • 32:19 - How to overcome psychological hurdles in investing
  • 37:18 - How their investment philosophy didn't changed over time
  • 44:02 - Taking the Leap Round
  • 44:02 - Their 1st invested outside of Wall Street
  • 45:13 - Overcoming their fear of doing everything the right way
  • 46:11 - Lessons learned for their investments that didn't end well
  • 48:36 - Their lasting advice to investors
  • 50:48 - Juan and Julio's contact information

3 Key Points:

  1. Diversify and invest in as many assets classes as you can since no one knows what would be the best asset from now onwards.
  2. It will be very difficult to outperform the markets so the best solution is to simply replicate the market.
  3. By identifying your own risk tolerance, you can decide the type of portfolio you would want to have and can know your expected returns.

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