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ICR274: Robert Carver, Smart Portfolios

ICR274: Robert Carver, Smart Portfolios

16/10/2017 Posted by Martin Bamford Interview, Podcast

Today on the show, I’m joined by Robert Carver, to discuss his new book, Smart Portfolios: A practical guide to building and maintaining intelligent investment portfolios.

Rob is an independent investor, trader and writer. He spent over a decade working in the City of London before retiring from the industry in 2013.

Rob’s new book Smart Portfolios is about building and maintaining smart investment portfolios.

At its heart are the three key questions every investor needs to answer; what to invest in, how much to invest, and when to make changes to a portfolio.

Rob addresses these three areas by providing a single integrated approach to portfolio management. He shows how to follow a step-by-step process to build a multi-asset investment portfolio, and how to rebalance the portfolio efficiently.

Here’s my conversation with Robert Carver, author of Smart Portfolios, in episode 274 of Informed Choice Radio.

Click here to get the full episode transcript

Subscribe in Apple Podcasts | Click to listen now | Right click to download episode

Useful links

–Smart Portfolios by Robert Carver

-Follow Rob on Twitter

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Do you have a personal finance or investing question for Martin?

Email martin@icfp.co.uk or ask on Twitter @martinbamford.

You can call our dedicated podcast voicemail line on 020 8144 2745 with your question or visit www.icradio.co.uk/voicemail to leave an online voice message.

Click here to get the full episode transcript

Subscribe in Apple Podcasts | Click to listen now | Right click to download episode

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About Martin Bamford

Your host for Informed Choice Radio is Martin Bamford, an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. Martin is Director of Client Education at Informed Choice and the author of several personal finance books including The Money Tree, Brilliant Investing and How to Retire 10 Years Early.

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