Q&A: Is ChatGPT’s Portfolio Better Than VTSAX?

#631: Jason's analysis of his retirement plan shows that the simple path beats the efficient frontier. Is he right or is he missing something?

Minerva is worried about the impacts of tax inefficiency to her wealth. Are her investments properly located?

Scott feels frozen because he doesn’t understand the nuances of the efficient frontier. Where can he get a simplified explainer so he can start taking action?

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

P.S. Got a question? Leave it here.

Resources Mentioned:

https://affordanything.com/how-to-negotiate-your-next-raise/

⁠https://affordanything.kit.com/assetlocation

⁠Join Paula at Acorns and get your $5 bonus!⁠

https://affordanything.com/577-qa-the-efficient-frontier-was-perfect-until-hr-got-involved/

https://affordanything.com/547-ask-paula-we-have-2-million-at-40-now-what/

https://www.whitecoatinvestor.com/small-cap-value-etf/

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