Free Guide
How I Invest My Own Money
A behind-the-scenes look at exactly how I manage my own portfolio — account structure, allocation, and how I put extra cash to work.
- My real account structure and asset allocation
- The evidence-based reasoning behind each decision
- How I handle new cash, rebalancing, and taxes
- What I deliberately avoid — and why
Inside the download
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Why it matters
It's easy to talk about investing principles in the abstract. This guide shows them applied to a real portfolio — mine — so you can see what evidence-based investing actually looks like in practice. It's a walkthrough, not advice: use it to pressure-test your own approach.
Built by Peter Lazaroff, CFA, CFP®, the same tools he uses with clients as Chief Investment Officer, distilled into something you can put to work today.
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