Show Us Your Portfolio: Jerry Parker | How a Legendary Trend Follower Manages His Own Money
Excess Returns
@excessreturnsAbout
70% of our viewers haven't subscribed yet. If you like our content, subscribe below. We appreciate it! We take complex investing topics and make them understandable for everyday investors.
Video Description
In this episode we speak with Chesapeake Capital founder Jerry Parker about how he manages his personal portfolio. We discuss Jerry's trend following based approach and how he uses it to construct a portfolio that balances risk and return. We also discuss the problems with the 60-40 portfolio, the details of building a trend following strategy, charitable giving, leaving money to children and a lot more. 00:00 - Intro 02:42 - Jerry's biggest goals with his portfolio 04:12 - The power of compounding 06:33 - Jerry's views on retirement 10:29 - The issues with the 60-40 portfolio 14:09 - Why do investors only invest in stocks and bonds? 15:33 - The benefits of the ETF wrapper 17:37 - Jerry's evolution as an investor 20:06 - Constructing a trend following portfolio 23:07 - Selecting the assets to include in a trend following portfolio 26:09 - The benefits of including individual stocks in a trend following portfolio 28:32 - Building a trend following ETF 32:29 - Jerry's thoughts on leverage 35:52 - The role of emotion in investing 37:46 - Jerry's real estate investments 42:30 - How Jerry views his business in his overall portfolio 44:41 - Jerry's view on cryptocurrencies 51:00 - Jerry's views on leaving money to children 53:10 - Jerry's charitable giving approach 55:57 - Things Jerry spends money on for his own enjoyment 58:35 - The one lesson Jerry would teach the average investor JERRY'S ETF https://tfpnetf.com/ FOLLOW JERRY ON TWITTER https://twitter.com/rjparkerjr09 FOLLOW JERRY ON LINKEDIN https://www.linkedin.com/in/jerry-parker-7174ab12/ SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
Upgrade Your Everyday
AI-recommended products based on this video
Kasa Smart Outdoor Smart Plug by TP-Link (KP400) - Smart WiFi Outlet with 2 Sockets, IP64 Waterproof, Works with Alexa and Google Home, 2.4GHz WiFi Required, No Hub Required, Sunset & Sunrise Offset
Monster Open Free AC100 Open Ear Bluetooth 5.3 Headphones, Wireless Earbuds with Earhooks, Immersive Stereo Sound by 16mm Large Driver, Clear Calls, 30H Playtime, for Workout
Wireless Earbuds, Sports Bluetooth Headphones, 80Hrs Playtime Ear Buds with LED Power Display, Noise Canceling Headset, IPX7 Waterproof Earphones for Workout/Running Rose Gold
Wireless Earbuds Bluetooth 5.4 Headphones, Noise Canceling Ear Buds with 75hr Playtime, LED Power Display, IPX7 Waterproof Earphones Over Ear Earphones for Sports/Workouts
Wireless Earbuds, Bluetooth 5.4 Headphones HiFi Stereo with 4 HD Mic, 50H Playtime Bluetooth Earbuds with LED Display, IPX7 Waterproof Wireless Earphones, Touch Control Ear Buds,USB-C White
Brita Stainless Steel Premium Filtering Water Bottle, BPA-Free, Reusable, Insulated, Replaces 300 Plastic Water Bottles, Filter Lasts 2 Months or 40 Gallons, Includes 1 Filter, Carbon - 20 oz.
Simple Modern Filtered Water Bottle | Insulated Stainless-Steel Carbon Filter Travel Water Bottles | Reusable for Clean Drinking Water On The Go | 24oz, Sea Glass Sage
FITVII Health & Fitness Tracker (Answer/Make Calls), Smart Watch with 24/7 Heart Rate and Blood Pressure, Sleep Tracking Monitor, 120+ Sport Mode Activity Tracker
AYATAHA AYATAHA Smart Watch for Kids, Smartwatch Fitness Tracker for Boys Girls, Children's Activity Watch 37 Sports Modes SMS Notification, HD Full Touchscreen IP67 Waterproof, Blue
Iaret Iaret Smart Watch for Women, 1.83" HD Fitness Tracker with 4 Bands, Answer/Make Calls, Heart Rate/Sleep/SpO2/Step Tracking, 100+ Sport Modes, Android/iPhone Compatible Gift (Rose Gold)
Smart Watch for Men Women 1.8" Fitness Tracker, Bluetooth Call, DIY Dial, Heart Rate Sleep Blood Oxygen Monitor, 100+ Sports Modes, IP68 Waterproof Smartwatch for Android iPhone, Alexa Built-in
Hand Warmers 2 Pack, 14000mAh Rechargeable Hand Warmers, Electric Hand Warmer Reusable, Portable Power Bank USB Hand Warmers 4 Levels 8 Heating, Gifts for Raynauds Ski Golf Camping
Hand Warmers Rechargeable, 10000mAh Electric Heated Gloves Power Bank Portable Graphene Handwarmers Pouch with 3 Levels & Double-Sided Heating for Hunting Camping Golf Xmas Gifts for Women Men Kids
2Pack Rechargeable Hand Warmer, 8000mAh Electric Hand Warmer Power Bank, Portable USB-C Hand Warmer for Pocket, Reusable Hand Warmer Up to 8 hrs Each, Warm Gift for Men Women, for Hunting, Camping
GTOCE Portable Charger,40000mAh Power Bank with 22.5W Fast Charging LED Digital Display Battery Pack with 6 Outputs 2 Inputs, Type C Powerbank Portable Charger for iPhone 16 pro Samsung AirPods,Black
Monster Sleep Ear100 Ear Buds, Sleep Earbuds with Stereo Sound, Design for Side Sleeper, 32H Playtime, Bluetooth 6.0, ENC Noise Cancelling, IPX6 Waterproof Mini Headphones, Black
Monster Sleep Ear100 Ear Buds, Sleep Earbuds with Stereo Sound, Design for Side Sleeper, 32H Playtime, Bluetooth 6.0, ENC Noise Cancelling, IPX6 Waterproof Mini Headphones, Black
Hydroponics Growing System Indoor Garden - Herb Garden with Grow Light, 15 Pods Stainless Steel Indoor Garden Kit, Auto Timer, Gardening Gift for All Ages
Umbra Triflora Hanging Planter for Window, Indoor Herb Garden, Set of 5, White/Black
Large Hydroponics Growing System 14 Pods, Indoor Herb Garden with LED Grow Light, 5L Water Tank, Hydroponic Grow Kit with 3 Auto-Timers, Rotatable Light Panel and Child Lock for Home School Gardening
Hanging Planter Hanging Plant Holder, 6 Inch 4 Indoor Plant Pots, Wall/Window Plant Hanger Indoor Herb Garden
slopehill Multi Hair Stylers & Hair Straightener - 2 in 1 Wet to Dry Air Straightener and Hair Dryer Combo with High Speed Air + Rapid Heat-Up + Customizable Temperature(Pink)
Hi.FANCY Portable Laptop Stand with Dual Cooling Fans for 14-17inch Laptops, Grey, 23.5 x 25.9 x 0.95cm
Laptop Stand for Desk, Adjustable Laptop Riser ABS+Silicone Foldable Portable Laptop Holder, Ventilated Cooling Notebook Stand for 10-15.6” Laptops,Tablet-Black
JETech 5 in 1 Case for Samsung Galaxy S25 Ultra 5G with 2-Pack Each Tempered Glass Screen Protector and Camera Lens Protector, Non-Yellowing Shockproof Bumper Phone Cover (Clear)
TAURI for iPhone 17 Pro Max Case 6.9" with 1-Pack Screen Protector, Camera Lens Full Protection, Military-Grade Protection, Shockproof Transparent Back Bumper Phone Cover - Clear Global Recycled Standard
TAURI for iPhone 17 Pro Case 6.3" with 1-Pack Screen Protector, Camera Lens Full Protection, Military-Grade Protection, Shockproof Transparent Back Bumper Phone Cover - Clear Global Recycled Standard
JOINPAYA 1Set Rechargeable Hand Warmer Hand Heater for Winter Heating Levels Compact
Shakven Rechargeable Hand Warmer | Cute Comfortable Portable Hand Warmers,Ergonomic Adjustable Energy-Efficient Small Heater for Travel, Outdoor, Winter
OCOOPA IP45 Waterproof Hand Warmer Rechargeable, Up to 15hrs Heat,10000mAh Durable Quick Charge Electric Hand Heater, PD Compatible, 3 Levels for Outdoors, Heavy Duty, H01-PD PRO
