Aswath Damodaran
speaker
1,201 appearances
7 recordings
3 series
first heard May 2025
last heard 7 Aug
Aswath Damodaran’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Nov 2025 with 2.
Appearances
I don't own much bonds to begin with, stocks, than probably any time in the life.
But but that's
not come from just selling off everything, but for selling off my most profitable, my biggest winners.
and bring them back in life.
Now I have this upper limit of no no stock should be more than fifteen percent of my portfolio.
And that served me well to get a lot of cash on the side because I've had low positions on my biggest winners to get there.
So I would say don't do anything rash.
I'm not suggesting you sell everything.
I don't su I know I don't I'm not suggesting buying puts on the index.
I mean, those are the kinds of things that get people into trouble.
But at least gradually start thinking about how much money you know, at least for, you know, in terms of cash needs for the next two or three years.
See if you can get a portion of your portfolio where you don't have to sell things because you need to pay for your son uh for your kids' tuition, college tuition, because who knows what price you might be selling at.
So think ahead, think ahead of what your needs are go your cash needs are going to be and start thinking about, you know,
What in your portfolio you might want to take your profits on?
Gold is the classic one, right?
No, basically collectibles is entirely driven by scarcity and enduring demand.
Now, would I put my money in Pokemon cards?
No, not necessarily that's not my s n mm the collectible I would go with.
I would look for collectibles that have survived the test of time.
It's one reason I would bring gold over Bitcoin.
Showing 941–960 of 1,201 · page 48 of 61
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