‘Your Perfect Portfolio’, released January 6, 2026, explores how to construct an investment approach tailored to individual circumstances rather than chasing a universal ideal.
Author Cullen Roche, founder and Chief Investment Officer of Discipline Funds and head of Orcam Financial Group, draws on more than 20 years of experience in advising clients and building investment firms.
The book covers ten essential principles of portfolio construction and analyzes more than 20 prominent strategies, including Warren Buffett’s value-oriented method, momentum-based trend following, and lesser-known frameworks backed by modern research.
You will find detailed breakdowns of each strategy’s history, rationale, evidence, and practical implementation steps. Roche emphasizes matching a portfolio to your personal goals, temperament, and time horizon – whether you actively manage investments or prefer automated, low-maintenance options.
The book targets investors seeking financial independence through a customized plan, from beginners to experienced individuals reevaluating their approach.
What You Will Learn
You will learn ten foundational principles for building secure portfolios, such as defining risk in terms of lifetime consumption uncertainty rather than pure math.
The book dissects strategies ranging from classic value investing to trend-following and innovative asset-liability matching models, showing how to apply them in real portfolios.
Roche provides clear implementation guidance so you can test and adapt approaches to your situation.
Early reader feedback on Amazon gives the paperback 4.0 out of 5 stars based on 9 ratings, with praise for its practical, no-nonsense breakdown of diverse strategies and emphasis on personalization.
Interviews and discussions, including on Morningstar’s The Long View and The Meb Faber Show, highlight its focus on realistic portfolio design amid market shifts, such as recent inflation impacts on traditional allocations.
Our Key Takeaways:
- There is no single best portfolio; the right one matches your unique goals, risk tolerance, and life circumstances.
- The book suits hands-on investors and those who want simple, automated strategies to pursue financial independence.
- You should read it to evaluate over 20 influential investment approaches with evidence-based analysis and implementation details for informed decision-making.
You may also want to check out some of our other bestseller book spotlights.
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