WCI a guest on BogleHeads on Investing

[runfast00]

WCI (Jim Dahle) was the guest for Rick Ferri on my second favorite podcast "Bogleheads on Investing"

Great overview of many financial topics, I found maybe the most concise review of Dr. Dahle's investing advise.

The podcast did bring up one question for me, with regards to real estate investing.

WCI stated that about 20% of his NW was in real estate asset classes (I thought due to frequent conversation about this that the actual amount was quite a bit greater).

My current situation is that I have about 50% of NW in index funds, but about 40% of NW in business real estate (I own medical real estate where I practice).

I think real estate investing has a lot of benefits (namely depreciation) and I am not bothered by my high percentage of NW in real estate.

I wonder if that 20% percentage of WCI NW in real estate will increase over time due to these benefits.

[Larry Ragman]

The WCI himself will have to answer the portfolio percent allocation growth question, but I will highlight that the 20% real estate number actually includes his website investments. https://www.whitecoatinvestor.com/th...et-allocation/

[Lithium]

I've heard Jim maybe 4 or 5 times as a podcast guest. The interviews are usually pretty similar and I don't learn much that's new, but it's still a good listen. He's quite skilled at explaining finance and investing concepts in short soundbites that others are likely to remember. If you are trying to educate or "convert" your friends and relatives there are a lot of phrases you can borrow. You can see what's made him such an excellent marketer.

[The White Coat Investor]

The WCI himself will have to answer the portfolio percent allocation growth question, but I will highlight that the 20% real estate number actually includes his website investments. https://www.whitecoatinvestor.com/th...et-allocation/

https://www.whitecoatinvestor.com/re...rmance-report/

Not anymore. I removed those this year. 20% real estate, 20% bonds, 60% stocks. The small businesses have been removed.

Surprised my asset allocation is so unknown. I must put that in a blog post 5 or 6 times a year.

[Larry Ragman]

Blame your search function. I searched WCI portfolio and the 2017 one was the most recent.