DANIEL PERIS, Ph.D., CFA, is Senior Vice President and Senior Portfolio Manager at Federated Investors, Inc., in Pittsburgh where he oversees $20 billion dollars in equity portfolios the firm's dividend-oriented funds.

Before transitioning into asset management, Peris was a historian focuses on modern Russian history. He is the author of two prior books in investing, The Strategic Dividend Investor, and The Dividend Imperative, and the new book Back to Business.

During this episode, Daniel will talk about how you can bring some common sense back to your investing. He’ll speak on some old strategies that just don’t work anymore including why Modern Portfolio theory may not be the answer. Expect to learn how to achieve higher yields including tips to managing your Index funds, Mutual funds, and SMAs. Find out if you really need a financial advisor to get the most out of your investing and how to choose one properly.

Listen to the end for insight into Sam Marks and Johnny FDs percent earnings and thought on incorporating this concept into their portfolio.

Where are we:

Johnny FD & Sam Marks: Chiang Mai, Thailand
Daniel Peris - Pittsburg, Pennslyvania

Links:

Book:

Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio

Time Stamps:
06:06 - Managing $20 billion in equity portfolios
07:45 - Being interested in modern portfolio theory
11:01 - Modern Portfolio Theory vs Efficient Market Theory
16:41 - “You don’t have to believe in mean-variance optimization, Modern Portfolio Theory, to want to be a passive investor” - Daniel Peris
19:45 - Is the Modern Portfolio Theory failing investors?
20:33 - “This idea of mean-variance optimization simply doesn’t make sense in modern investing anymore” - Daniel Peris
25:26 - Achieving higher yield
33:08 - Managing your Index funds, Mutual funds, and SMAs
36:55 - Dividend investing and tax bracket benefits
38:44 - Do you need a financial advisor to get high yields?
48:55 - “At the end of the day what really matters… is trust” - Daniel Peris
53:29 - Mutual funds to highlight
56:50 - The superior open approach 50 years from now
01:00:52 - Cashing out your dividends & calculating earnings

Keywords:

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109: Why Modern Portfolio Theory Fails Investors with Daniel Peris 01:12:57 Share

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109: Why Modern Portfolio Theory Fails Investors with Daniel Peris