Mark and Jesse Share Their Investment Asset Allocation (Secrets Revealed!)

Mark and Jesse share their personal investment asset allocations, and discuss the role of risk, risk tolerance, and emotions in the investing life of a business owner. Jesse explains how his personal risk tolerance has changed alongside the growth of YNAB, as his net worth became more and more tied to the value of the company, and how that has influenced his ultra low risk investment portfolio.

 

Books mentioned in this episode:

• The Little Book of Common Sense Investing by John Bogle
• The Four Pillars of Investing by William Bernstein
• A Random Walk Down Wall Street by Burton Malkiel
• How I Invest My Money edited by Joshua Brown and Brian Portnoy

 

Mark Butler, Virtual CFO

https://markbutler.com

https://letsdothebooks.com

 

You Need a Budget

https://www.youneedabudget.com