Podcasts · Business School with Sharran Srivatsaa
After 31 Years of Investing, THIS Is My Exact System (Copy Me)
· 22 min · S2 E333
Episode After 31 Years of Investing, THIS Is My Exact System (Copy Me)
Click Here to Get All Podcast Show Notes! The biggest investing struggle isn’t picking the wrong stock–it's not having a system in place. In this episode, Sharran breaks down the investing framework he uses to make smarter, more disciplined decisions without constantly watching the market.
He explains his three core rules of investing, explores the difference between active, passive, and thematic investors, and explains why knowing which type you are matters. Sharran then dives into tax optimization, asset location, tax-loss harvesting, and the simple weekly, monthly, and quarterly cadence he uses to manage his portfolio.
Financial freedom goes beyond finding great investments. It includes creating a system and using it consistently to deploy your investments over time. Tune in, take notes, and build an investing playbook designed for the long term.
“A passive investor essentially invests in active investors... because if it's passive for you, it has to be active for someone else.” ~ Sharran Srivatsaa
Timestamps: 00:00 - Introduction
00:54 - The three rules behind Sharran’s investing system
05:47 - Tax-loss harvesting and building a warehouse of losses
08:15 - Investment strategies, asset allocation, and optimizing for taxes
17:15 - The weekly, monthly, and quarterly investing cadence
20:45 - How a simple system creates investing confidence
Disclaimer: Financial decisions depend on individual circumstances. Please consider speaking with qualified financial professionals before making investment decisions.
Resources: - The Next Billion by Sharran Srivatsaa - https://sharransrivatsaa.substack.com/ - Acquisition.com - https://www.acquisition.com/ - ACQ Real Estate - https://acqre.acquisition.com/ - Board Member: ARC Multifamily Real Estate Investing - https://arcmf.com/ - Board Member: The Real Brokerage - https://www.joinreal.com/
Connect with Sharran: - Facebook - https://www.facebook.com/likesharran - Instagram - https://www.instagram.com/sharransrivatsaa/ - X - https://x.com/sharran - LinkedIn - http://www.linkedin.com/in/sharran - YouTube - https://www.youtube.com/channel/UCzpl_gT1bVB1iNZl9yQbWuA?sub_confirmation=1 - Threads - https://www.threads.com/@sharransrivatsaa
Links in the notes 11
- https://sharran.com/podcast/
- https://sharransrivatsaa.substack.com/
- https://www.acquisition.com/
- https://acqre.acquisition.com/
- https://arcmf.com/
- https://www.joinreal.com/
- https://www.facebook.com/likesharran
- https://www.instagram.com/sharransrivatsaa/
- https://x.com/sharran
- https://www.youtube.com/channel/UCzpl_gT1bVB1iNZl9yQbWuA?sub_confirmation=1
- https://www.threads.com/@sharransrivatsaa
Transcript
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