Applied Portfolio Management - Class 2 - Asset Classes & Returns

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  • Опубликовано: 29 окт 2024

Комментарии • 115

  • @techneeke5507
    @techneeke5507 4 года назад +39

    Finance student here, appreciate the in depth analysis really looking forward to watching all of these!

    • @PBoyle
      @PBoyle  4 года назад +10

      Thanks!

  • @EtherealGoSu
    @EtherealGoSu 3 года назад +39

    I love how clearly he speaks. I'm able to comprehend it on 3.0 speed.

    • @svetlanasolodka97
      @svetlanasolodka97 3 года назад +7

      You are very lucky one, bcoz I usually put it at 0.75 🤔

    • @e-jlehti1489
      @e-jlehti1489 2 года назад +3

      Yeah I can only manage at 1,5 to also have time to comprehend and concentrate on the info. It's understandable at faster speeds yes, but then I notice that some things just fly past.

    • @uFFFO
      @uFFFO Год назад

      L

    • @poloska9471
      @poloska9471 10 месяцев назад

      Like a quantum cumputer

  • @Virtualvinyilradio
    @Virtualvinyilradio 3 года назад +34

    When I finish the classes, I will put this on my resume. 😆

  • @1100728
    @1100728 4 года назад +8

    Excellent content. Such academic unbiased view rare gems on RUclips

  • @hfhfhf11
    @hfhfhf11 3 года назад +51

    People would charge a college fee for far less informations.
    You deserve way more subscribers and I hope RUclips makes additional income so can diversify your incomes.
    Wish all the best from London!

  • @surething119
    @surething119 2 года назад +2

    You are a hero Mr. Boyle. You are amazing. I am a remote economics student who is into trading for years. I am watching your classes with maximum attention. Thank you.

  • @za4591
    @za4591 3 года назад +7

    As a london student, i’m really happy to finally find a UK trader who has a very good understanding of the market. Unfortunately i’m going to cass business school next year and not queen mary or kings but i still hope to meet you in person one day!

  • @wizard7314
    @wizard7314 3 года назад +1

    This was vastly more informative than anything I tried to read online. Thanks.

  • @alexandretyphon8117
    @alexandretyphon8117 4 года назад +3

    I also came here from Coffeezilla. You both are boring dream crushers, but are also doing a great service to the online community. Congratulations. Keep up the good work!

  • @amangoyal3786
    @amangoyal3786 3 года назад +2

    Mr. Boyle, I need to tell you this, I sincerely feel bad for those who still haven't discovered your channel. Kudos Sir! Good health to you!

  • @TheCyclingCardio
    @TheCyclingCardio 2 года назад +1

    Many people wouldn’t take the time to listen to such a long video..but this series is a goldmine for personal financial management

  • @JB-ti8qe
    @JB-ti8qe 4 года назад +5

    Thanks for providing so good material freely to the public ! You definitely deserve more exposure than these finance gurus or dreams sellers swarming on the net

  • @IronMan-ch7de
    @IronMan-ch7de 4 года назад +20

    Here from cofeezilla ill be watching this!! :D

  • @eugenrusu3239
    @eugenrusu3239 Год назад

    Patrick, the passion with which you talk about this stuff is very inspirational!

  • @Ploteador
    @Ploteador 3 года назад +18

    If Patrick's videos were a type of commodity I would definitely invest my whole retirement plan.

  • @Kukuthepooch
    @Kukuthepooch 5 месяцев назад

    This Playlist Series is super underrated. There is so much free knowledge here it is unreal.

  • @Thatanonguyintheback
    @Thatanonguyintheback 2 года назад

    With all due respect, I absolutely love watching your videos when doing the dishes by hand. Absolutely fascinating. Although I'm only taking a few econ courses in my bachelor's, I really wish I went into finance.

  • @barrycoetzee36
    @barrycoetzee36 3 года назад +5

    Thank you so much Patrick, lost a packet on property but made in stocks. Lesson learnt.

  • @svetlanasolodka97
    @svetlanasolodka97 3 года назад

    As a potential "unsophisticated" investor looking for some sophisticated knowledge about the nature of investment, I came across your classes and think they are very useful for that purpose)) Thank you!

  • @adamrojas326
    @adamrojas326 4 года назад +3

    Thank you for posting these! I am currently an accounting student but I want to learn more about finance and how to apply it to my investing so I will be watching all your videos!

    • @PBoyle
      @PBoyle  4 года назад +1

      Glad it was helpful!

  • @tejaskamath457
    @tejaskamath457 4 года назад +5

    So much great information within this channel! Glad I came across it. Thank you so much for the lessons Patrick :)

  • @wallstruss9763
    @wallstruss9763 4 года назад +6

    Class Two has a lot of great content, thank you.

  • @felipefreitas3942
    @felipefreitas3942 Месяц назад +1

    old testament patrick boyle

  • @neues3691
    @neues3691 3 года назад +1

    This is just the type of content I was searching for.

  • @CatFish107
    @CatFish107 Год назад +1

    Stretching my mind to find exceptions, property doesn't necessarily need be non-productive. One might turn property into an export product if you turn it into a nature preserve and cater to foreign tourists. Dang man, I'd take your class for general interest, and the chance of a pint after.

  • @daydreamerforex3720
    @daydreamerforex3720 4 года назад +2

    knowledge is gold and this video is so knowledgeable

  • @vivek-hp2jq
    @vivek-hp2jq 4 года назад +4

    Informative Content, learning a lot about finance from your channel rather than those trying to make me millionaire overnight.

  • @CatFish107
    @CatFish107 Год назад

    Ha! I really enjoy that this autoplayed after your more recent content. Thank you for the generally educational content following up the more informative and funny commentary on recent events.

  • @FreeFX10
    @FreeFX10 2 года назад +2

    Another great video. Patrick, I wish I had found you long, long ago!!!

  • @battmarn
    @battmarn 3 года назад

    I love this channel. Only started investing in the last two years but always looking to learn more

  • @auslander1026
    @auslander1026 5 месяцев назад +1

    What an interesting thought on property value in a long term :)

  • @sep69
    @sep69 2 года назад

    Thank you very much for this very interesting video series. I am going to watch the other ones shortly. You have a great channel going by the way. Just found it a week or 2 ago and I am slowly watching many of your videos. Thanks again and wish you well. :)

  • @epictetus-nicopolis
    @epictetus-nicopolis 3 года назад +1

    This is a gem. Thank you sir!

  • @alezxz
    @alezxz 4 года назад +2

    I really enjoyed the video, thanks for the great content!

    • @PBoyle
      @PBoyle  4 года назад

      Glad you enjoyed it!

  • @KaDaJxClonE
    @KaDaJxClonE 3 года назад

    Awesome content. I've been binjing your channel for about a week now.

  • @keithedwards4346
    @keithedwards4346 3 года назад

    Amazing content, much better than a lot of cost base courses, kudos!

  • @pauldreamchaser9783
    @pauldreamchaser9783 Год назад

    Amazing well done on the property comment!! That property cab also grow at a rate of people’s income and peoples income grows at inflation. Merry Christmas 🎄 🎉🎉🎉

  • @robertocanales1201
    @robertocanales1201 2 года назад +1

    Thank you very much 😑🙏🏼

  • @kehcat1
    @kehcat1 2 года назад

    Wow. I knew nothing! I love it!

  • @martinecaillard4361
    @martinecaillard4361 Месяц назад

    So interresting thank you so much MC

  • @danal9787
    @danal9787 3 года назад +1

    Very valuable. Thank you

  • @imba69420
    @imba69420 3 года назад +1

    Great summary!

  • @johnc5869
    @johnc5869 2 года назад

    Great video Patrick. Doesn't the argument of land values being tied to inflation miss a significant factor that the historic trend is for land to become more and more productive? A plot of land with apartments can house a lot more people than a bungalow. A doctor two hundred years ago might be able to afford a large townhouse in central London while his equivalent today might have to make do with an apartment. Equally, a given area of farmland is far more productive today than two hundred years ago. Interesting subject and loving your presentations.

  • @RealWajahat
    @RealWajahat 4 года назад +2

    Thanks Patrick
    This was my second video. I'm hoping to finish this series. Are you also available for mentoring?

  • @marinabaskakova2333
    @marinabaskakova2333 4 года назад +1

    Great content, thank you!

  • @AnthonyImmel
    @AnthonyImmel 4 года назад +1

    Thanks for doing these! 🤓

  • @andersonandrew112
    @andersonandrew112 2 месяца назад +1

    Thank you so much

  • @rosmeteniuc
    @rosmeteniuc 4 года назад

    Happy to find you here . I shared your videos on LinkedIn , hope you are fine with that .
    Very good videos and very good explanation .
    I refresh my memory with your videos and I like the way to talk .

  • @Lapataata
    @Lapataata 2 года назад +1

    Thanks

    • @PBoyle
      @PBoyle  2 года назад

      Thanks! glad you found it helpful.

  • @ItsA7.3L
    @ItsA7.3L 2 года назад +1

    I know this is old. And I love Patricks videos. But did you pop on here for your students due to covid but accidentally became a RUclipsr? Would be funny and it appears so. Glad you did too.

  • @Higgs000Boson
    @Higgs000Boson 7 месяцев назад +1

    Good content, but I disagree with the idea that there is no value add in a property. You can renovate a house and increase its market value. The change can be very significant. Same with land - you can add utilities, subdivide, etc.

  • @楊吉蒂
    @楊吉蒂 7 месяцев назад

    Best mentor

  • @Strike0314
    @Strike0314 3 года назад

    Thank you Patrick

  • @karansaxena976
    @karansaxena976 3 года назад

    Great video sir

  • @Really_Brooks
    @Really_Brooks 5 месяцев назад

    Great video! One thing I don't get is how leveraged ETFs and short ETFs are available? Also, do the ETF sellers hold the stock in the same weight in say the S&P 500?

  • @MorrisFilmPhoto
    @MorrisFilmPhoto Год назад

    Thanks 4 a Great Video!

  • @stellai06
    @stellai06 4 года назад

    High quality information.

  • @blackphillip2393
    @blackphillip2393 3 года назад

    You are fantastic!

  • @Practicalinvestments
    @Practicalinvestments Год назад

    Would you possibly mind making some more updated/more/new lecture videos patrick? I learn a lot from these and would like to continue learning as my portfolio grows

  • @gulag8735
    @gulag8735 3 года назад

    Such information.🇮🇪

  • @michaelwangCH
    @michaelwangCH Год назад

    Hi, Patrick
    Do you have lecture slides "Applied PM" where you taught in you class?

  • @seangrant6993
    @seangrant6993 4 года назад

    Great video patrick!

    • @PBoyle
      @PBoyle  4 года назад +1

      Glad you enjoyed it

  • @dankschang
    @dankschang 3 года назад

    In a VUCA world, how do we pick the right asset class, is there a systematic analysis to guide such decision.

  • @vitorschroederdosanjos6539
    @vitorschroederdosanjos6539 Год назад

    Can you make another video, this about headge finds market average corelation and co skuness? Maybe 5 factor adjusted?..

  • @SusieAspen
    @SusieAspen 3 года назад

    Enjoy your channel.

    • @PBoyle
      @PBoyle  3 года назад

      Thank you!

  • @stockmaster6620
    @stockmaster6620 3 года назад

    Amazing contents

  • @cosmiccoffee8497
    @cosmiccoffee8497 4 года назад +1

    I could talk to you until I'm blue in the face about commodities. I have a long history with them. You make a lot of good points about them though in particular the mention of the historical sideways and downward movement in price for most of them. I'm fairly confident that this is mostly caused by increased efficiency in production specifically in regards to agricultural commodities. Even if there is an argument to be made about there only being a finite amount of arable land on the planet which can be used to produce such things as wheat, corn, soybeans, etc. are we at the point where that land is being used to produce the highest possible quantity of such things?
    I think probably not and I don't feel like as a civilization we'll reach that point anytime soon either. So I'd expect continued sideways and downward trend for these things in the long term barring any unforeseeable events. Gold on the other hand is a completely different story as far as commodities go, but this comment is getting quite long so I'll save it for another time maybe. I would agree completely that commodities are not suited for the average investor.
    Great content by the way. I'm enjoying this course you've put together here. It's a steep up hill climb trying to find quality financial content on RUclips.

  • @maxspeed2k
    @maxspeed2k 4 года назад +1

    Will you post the presentation notes? Thanks

  • @AlbertCloete
    @AlbertCloete 3 года назад +1

    I have this one friend who collects Lego. He has insane amounts of it, rooms full, all unopened. I always though he was just kind of eccentric. But I guess he might be on to something.

  • @priampillai3859
    @priampillai3859 4 года назад

    great content, wondering if the home price index also accounts for rental income from properties? If rental income is included in the price of a home does property beat inflation

    • @helenachase78
      @helenachase78 3 года назад

      I've owned rentals for 30 years..there are so many pitfalls if you hold long ! Communities change , foundations crumble... Now tenants don't even have to pay their rent due to coronavirus. Mine are airbnb's now and that works very well for me... Find a mentor that has been in the business for decades and you will do well.

  • @gavincrouch
    @gavincrouch 3 года назад

    So Mutual Fund = Passively Managed and Hedge Fund = Actively Managed. What is the difference between a mutual fund and etf? just that etf is like a mutual fund but can be traded like a stock?

    • @PBoyle
      @PBoyle  3 года назад

      Some mutual funds are active and some are passive. ETF's are like exchange traded index funds, but can be traded throughout the day like a stock. Mutual funds are usually priced (and bought and sold) once a day at the market close.

    • @gavincrouch
      @gavincrouch 3 года назад +1

      @@PBoyle Got it, thank you Patrick. I'll be binge watching your videos soon, very informative. I'm more a retail forex trader and equities investor (moving more into etf's - individual stocks are filling up my post box with company quarterly reports - yes physical A4 books from the companies... so cutting back a little).

  • @canceledlogic7656
    @canceledlogic7656 2 года назад

    The view drop off is hilarious

  • @misanthrophex
    @misanthrophex Год назад

    Hello, could anyone help with the slides, please? Are they not for free?

  • @christinamariehicks1078
    @christinamariehicks1078 3 года назад

    Shanfelt..andys brother..

  • @jennerb7059
    @jennerb7059 3 года назад

    Yeah you might call a Carpenter for repairs... well I'm actually a professional Carpenter.

  • @nickmckenna5491
    @nickmckenna5491 4 года назад +1

    If Sean Atwood stayed a stockbroker.

  • @amsalmeron
    @amsalmeron 3 года назад +1

    When someone makes an argument for long-term investments in commodities, just tell them that Brazil has been a major commodity exporter for a good part of the last 400 years and we're reaaaaaaaally far from becoming a developed economy. That's simply because commodities have no added value and their scarcity much more manageable than that of product with a high aggregated value. If there's no oil, we use wind or coal or whatever, but if there are no iPhone manufacturers, there are no iPhones.

    • @amsalmeron
      @amsalmeron 3 года назад +1

      Regarding the more manageable scarcity of commodities: if corn is on high demand, more farmers tend to plant it and push the value back down or replace it with another cereal or plant, or whatever. When oil goes up, despite the OPEC+ best efforts, we can simply maneuver and develop alternative energy sources until price has normalized. It just doesn't make sense as an investment class. I'd love to hear your thoughts on currencies though, which I think are mostly useful as a trading instrument rather than a long(ish) term investment as competitive economies tende to balance eachother in the long run.

    • @amsalmeron
      @amsalmeron 3 года назад +1

      I'm writing this as I watch and just saw that you answered my question right after I wrote the previous comment ahahaha

    • @amsalmeron
      @amsalmeron 3 года назад +1

      Just noting, the idea of suggesting that everyone should invest mostly in indexes is a great example of reflexivity (and Goodhart's Law). The index is the metric, but if we use it as a target (for returns, in this case), it ceases to be a good metric AND, as you said, leaves no room for people who are actually valuating the companies. That, in turn, changes the underlying price (the stocks that make up the index) and affects the index, creating a feedback loop.

  • @leonhardeuler675
    @leonhardeuler675 2 года назад

    Looking at the videos on this series, it looks like Patrick sat down for 11 hours and just knocked these videos out. Did Aderol have anything to do with that? I don't see how you would do it otherwise.

  • @HIMothy6420
    @HIMothy6420 3 года назад

    28:00

  • @kurtilein3
    @kurtilein3 2 года назад

    Gold is not so bad, you made it sound worse than it is. A gold coin would buy you a nice suit back then and a nice suit now. But then i look at my stack of 1922/1924 USA double eagle coins, these all say 20 US Dollars on them. 20 dollars back then would have bought you a really nice suit back then, and 1720 USD today would buy you a really nice suit now. Still these went from 20, minted on them, to 1720 today. As you use dollar values for the other examples, still not too bad. Or did you adjust everything for inflation?

  • @dbl13373
    @dbl13373 4 года назад

    there had to be an orange juice reference at some point

  • @chrisparker9672
    @chrisparker9672 4 года назад

    The real estate return on the slides at 36:00 are excluding rent, right? That seems like a major omission. In the US at least that market average rental yield is pretty steady around 5%, net of expenses.

  • @liyexiang666
    @liyexiang666 2 года назад

    i think u mainly talking about how a Long-short pm manage money, right? this is not how everyone does it

  • @Leonard2542
    @Leonard2542 3 года назад +1

    lol, there are orange juice futures?

  • @donaldtony1706
    @donaldtony1706 4 года назад

    I believe trading is not for everyone
    Cuss you don't no what trade is about

  • @Zmej420BlazeIt
    @Zmej420BlazeIt Год назад

    Your most valuable content gets the least exposure lol

  • @daydreamerforex3720
    @daydreamerforex3720 4 года назад

    5:37 unfortunate.

  • @gamingguru3979
    @gamingguru3979 2 года назад

    Someone could break into your house and take your Picasso.
    Insurance.

  • @mpeters220
    @mpeters220 2 года назад

    Im going to reallocate my portfolio to put 10% into porkbelly futures....said nobody ever.

  • @williamdieffenbach3264
    @williamdieffenbach3264 4 года назад

    40:00 gold has beat Buffett since 2000 , just saying.

    • @jcjackson4626
      @jcjackson4626 3 года назад +2

      Gold has no inherent real return

  • @christinamariehicks1078
    @christinamariehicks1078 3 года назад

    Chrisshupe are you ..notyourname..

  • @peterpandetimmerman
    @peterpandetimmerman 4 года назад +1

    marry me Patrick

  • @J-a-c-k-0
    @J-a-c-k-0 Год назад

    Great content thank you