What does a professional portfolio manager have in common with an every day do-it-yourself investor? They should have a lot in common according to David Stein.
Stein was a professional portfolio manager who managed billions of dollars for individual and institutional investors. In his mid-forties, he realized that wasn’t what he wanted to do with the rest of his life. So he quit.
David and I had a chance lunch meeting a little over a year ago after we got split up from a larger group at a conference.
We hit it off discussing our shared experiences of retiring early from our original careers, moving from rust belt cities to the mountain west and struggling with our transitions.
It was ironic that we met at FinCon, a conference where financial content producers go to promote their work. Yet we spent an hour talking about everything but money or our projects.
After meeting David, I started listening to his podcast and learned he was writing a book about investing, which will be released later this week. I asked David for an advance copy with the offer to share it if I felt it would add value for our audience.
The book provides ten questions you should be able to answer to effectively manage your own investment portfolio. It challenged me to think about investing at a deeper level and it left me with a few more questions which David graciously answered to help us all become better investors.
Read to the end for a chance to win a copy of the book.
