Intrenion

Intrenion Doctrine

Secrets of Wealthy People (David Stevenson)

Table of Contents

Audio Discussion

Episode 1

Practice 1: Build flexibility into your financial plan

Problem
Unexpected events can disrupt long-term plans.

Action
Create financial plans that can adapt as conditions change.

Outcome
You become more resilient in times of uncertainty.

Chapter: It’s an Uncertain World

Practice 2: Eliminate expensive debt first

Problem
High-cost debt slows wealth creation.

Action
Pay off expensive borrowing before expanding your investments.

Outcome
More of your income remains available to build wealth.

Chapter: Debt - The Anti-Matter of Wealth?

Practice 3: Build wealth through productive assets

Problem
Income alone rarely creates lasting wealth.

Action
Own assets that can grow in value or produce income over time.

Outcome
Your financial security becomes stronger.

Chapter: Castles, Not Pension Plans

Practice 4: Invest in your earning ability

Problem
Limited skills restrict future income.

Action
Keep improving valuable knowledge and practical skills.

Outcome
You increase your long-term earning potential.

Chapter: Invest in You

Problem
Ignoring important changes leads to poor decisions.

Action
Study major economic and business trends before acting.

Outcome
You make better-informed investment decisions.

Chapter: Reading the Tea Leaves

Episode 2

Practice 6: Spend with intention

Problem
Careless spending reduces future wealth.

Action
Buy only things that provide lasting value.

Outcome
You save more money for important goals.

Chapter: Spend Wisely

Practice 7: Spend to create future value

Problem
Many purchases never improve your finances.

Action
Use money to acquire assets or increase your earning power.

Outcome
Your spending helps build wealth.

Chapter: Spend to Accumulate

Practice 8: Choose financial advice carefully

Problem
Poor advice can lead to costly mistakes.

Action
Use advisors only after confirming their experience and incentives.

Outcome
You make more reliable financial decisions.

Chapter: Good Advice Is Worth Paying For… Assuming You Can Find It!

Practice 9: Let compounding work

Problem
Interrupting investment growth reduces long-term returns.

Action
Reinvest gains whenever you do not need the money.

Outcome
Your wealth grows faster over time.

Chapter: Compound It!

Practice 10: Set a clear wealth target

Problem
Without a financial goal, it is difficult to make good decisions.

Action
Calculate the amount of wealth you need to achieve your objectives.

Outcome
Your financial planning becomes more focused.

Chapter: The Big Number

Episode 3

Practice 11: Match investments to your time horizon

Problem
Using the wrong investment period increases risk.

Action
Choose investments based on when you will need the money.

Outcome
Your portfolio better supports your goals.

Chapter: Working Out the Right Time Horizon

Practice 12: Invest consistently over time

Problem
Trying to invest at the perfect moment increases timing risk.

Action
Add money to your investments on a regular schedule.

Outcome
You build wealth more steadily.

Chapter: Regular or Lumpy - How Do You Like Your Investments?

Practice 13: Diversify across different investments

Problem
Depending on one investment creates unnecessary risk.

Action
Spread your money across different assets, sectors, and regions.

Outcome
Your portfolio becomes more resilient.

Chapter: Diversification Is the Best Risk Control

Practice 14: Stay disciplined during market changes

Problem
Emotional decisions reduce investment returns.

Action
Follow your investment plan rather than reacting to short-term events.

Outcome
You make more consistent decisions.

Chapter: Be Well Behaved!

Practice 15: Hold quality shares for the long term

Problem
Frequent trading reduces the benefits of long-term ownership.

Action
Own strong businesses for many years.

Outcome
You improve your chance of long-term growth.

Chapter: Shares: The Safest Long-Term Bet?

Episode 4

Practice 16: Look for promising small companies

Problem
Future market leaders are often overlooked early.

Action
Research smaller businesses with strong growth potential.

Outcome
You increase the chance of exceptional returns.

Chapter: From Tiny Acorns Mighty Oaks Might Grow

Practice 17: Invest in outstanding businesses

Problem
Weak companies struggle to create lasting value.

Action
Choose businesses with durable competitive advantages.

Outcome
Your portfolio becomes stronger.

Chapter: Back Great Companies

Practice 18: Know your own strengths

Problem
Overestimating your abilities leads to poor decisions.

Action
Assess your skills honestly before taking major risks.

Outcome
You make wiser choices.

Chapter: Have You Got What It Takes?

Practice 19: Reduce business risk before expanding

Problem
Growing too quickly increases the chance of failure.

Action
Test your business idea before committing major resources.

Outcome
You improve your chance of long-term success.

Chapter: Cutting Down the Risk of Failure in Business

Practice 20: Adapt to technological change

Problem
Technology can quickly change careers and investments.

Action
Keep developing skills and invest in areas that benefit from innovation.

Outcome
You remain competitive in changing markets.

Chapter: Beware the Rise of the Machine Intelligence Economy

Episode 5

Practice 21: Build valuable professional relationships

Problem
Weak networks limit future opportunities.

Action
Develop genuine relationships with people who share your interests.

Outcome
You gain access to more opportunities.

Chapter: Network to Build Personal Capital

Practice 22: Diversify your career

Problem
Depending on one source of income increases career risk.

Action
Develop multiple valuable skills and income opportunities.

Outcome
Your earning power becomes more resilient.

Chapter: A Portfolio Approach to Your Career

Practice 23: Buy quality assets at attractive prices

Problem
Paying too much reduces future returns.

Action
Invest only when quality assets are reasonably priced.

Outcome
You improve your long-term investment results.

Chapter: Become a Cheapskate - The Virtues of Value Investing

Practice 24: Accept only suitable investment risk

Problem
Taking more risk than you can handle leads to poor decisions.

Action
Choose investments that match your personal risk tolerance.

Outcome
You stay committed to your investment plan.

Chapter: What Type of Risk Are You Willing to Take?

Practice 25: Benefit from long-term technology growth

Problem
Ignoring innovation can limit future returns.

Action
Own technology businesses with lasting competitive strengths.

Outcome
Your portfolio participates in long-term innovation.

Chapter: Ride the Tech Tiger

Episode 6

Practice 26: Include emerging markets selectively

Problem
Limiting investments to developed markets reduces opportunity.

Action
Allocate a portion of your portfolio to carefully selected emerging markets.

Outcome
You increase diversification and growth potential.

Chapter: Emerging Markets?

Practice 27: Keep enough liquid assets

Problem
Illiquid investments reduce financial flexibility.

Action
Maintain assets that can be converted into cash when needed.

Outcome
You respond more easily to unexpected needs.

Chapter: The Liquidity Challenge

Practice 28: Value reliable dividend income

Problem
Relying only on price gains increases uncertainty.

Action
Own companies with sustainable dividend payments.

Outcome
Your portfolio generates steadier cash flow.

Chapter: Delight in the Humble Dividend

Practice 29: Plan for taxes

Problem
Taxes reduce investment returns.

Action
Use legal tax-efficient accounts and strategies.

Outcome
You keep more of your investment gains.

Chapter: Everyone’s Favourite - Tax!

Practice 30: Keep speculation separate from investing

Problem
Speculation can quickly destroy long-term wealth.

Action
Limit speculative positions to money you can afford to lose.

Outcome
Your core portfolio remains protected.

Chapter: On Speculation

Episode 7

Practice 31: Protect your wealth from inflation

Problem
Inflation steadily reduces purchasing power.

Action
Own assets that can grow faster than inflation.

Outcome
Your wealth keeps more of its real value.

Chapter: The Silent Killer - Inflation

Practice 32: Keep your portfolio prepared for change

Problem
Markets and industries continue to evolve.

Action
Review your investments regularly and replace outdated holdings.

Outcome
Your portfolio remains relevant.

Chapter: Future-Proofing Your Investments

Practice 33: Evaluate property like any other investment

Problem
Buying property without analysis increases risk.

Action
Judge real estate using clear financial measures.

Outcome
You make better property decisions.

Chapter: The Property Game

Practice 34: Ignore extreme market predictions

Problem
Fear of disaster encourages poor investment choices.

Action
Base decisions on evidence rather than dramatic forecasts.

Outcome
You stay focused on long-term investing.

Chapter: The Armageddon Fallacy

Practice 35: Look beyond attractive stories

Problem
Exciting investments may lack real value.

Action
Evaluate fundamentals before buying any investment.

Outcome
You avoid overpriced assets.

Chapter: The Glittering Illusion

Episode 8

Practice 36: Control your investment emotions

Problem
Emotional reactions lead to costly mistakes.

Action
Use predefined rules when buying and selling investments.

Outcome
Your decisions become more consistent.

Chapter: Getting Emotional About Investments

Practice 37: Use bonds to balance your portfolio

Problem
An unbalanced portfolio can become too volatile.

Action
Include bonds when they support your investment objectives.

Outcome
Your portfolio becomes more stable.

Chapter: True to Your Bond

Practice 38: Increase savings as early as possible

Problem
Delaying investment reduces compounding time.

Action
Raise your savings and investment rate whenever you can.

Outcome
You improve your long-term financial position.

Chapter: Playing Catch Up?

Practice 39: Invest where you have knowledge

Problem
Investing without understanding increases mistakes.

Action
Focus on opportunities you can evaluate confidently.

Outcome
You make better investment decisions.

Chapter: Invest Where You Have an Edge

Practice 40: Ignore short-term market timing

Problem
Predicting market turning points is unreliable.

Action
Invest according to a consistent long-term plan.

Outcome
You reduce the cost of poor timing.

Chapter: Timing Your Investments

Episode 9

Practice 41: Define buying and selling rules in advance

Problem
Changing decisions during market swings creates inconsistency.

Action
Set clear entry and exit rules before investing.

Outcome
You invest with greater discipline.

Chapter: Buying and Selling Discipline

Practice 42: Maintain a cash reserve

Problem
Unexpected expenses can force poor financial decisions.

Action
Keep enough cash for emergencies and investment opportunities.

Outcome
You gain greater financial flexibility.

Chapter: Cash and Its Uses

Practice 43: Diversify across countries

Problem
Keeping all investments in one country increases exposure.

Action
Spread your investments across different regions.

Outcome
Your portfolio becomes better protected.

Chapter: Think Global, Beware Confiscation

Practice 44: Wait for high-quality opportunities

Problem
Poor investment opportunities waste capital.

Action
Be patient until an investment clearly meets your standards.

Outcome
You make higher-quality investment decisions.

Chapter: Beware the Fat Pitch

Practice 45: Fight inflation with practical actions

Problem
Rising prices reduce financial progress.

Action
Increase your income and invest in assets that can outpace inflation.

Outcome
Your purchasing power stays stronger.

Chapter: How to Fight Inflation Practically

Episode 10

Practice 46: Avoid investment bubbles

Problem
Crowd excitement can drive prices far above value.

Action
Stay away from assets driven mainly by speculation.

Outcome
You reduce the risk of major losses.

Chapter: Forever Blowing Bubbles

Practice 47: Build a low-cost core portfolio

Problem
High investment fees reduce long-term returns.

Action
Use inexpensive tracker funds for broad market exposure.

Outcome
More of your investment returns stay invested.

Chapter: Keep It Simple, Keep It Cheap, Use Tracker Funds

Practice 48: Learn from successful investors

Problem
Ignoring proven experience slows improvement.

Action
Study the methods of investors with long records of success.

Outcome
You strengthen your investment judgment.

Chapter: Hunting Down Great Investors

Practice 49: Borrow only with a clear purpose

Problem
Unnecessary debt limits financial freedom.

Action
Use borrowing only when it creates lasting value.

Outcome
Your finances remain stronger.

Chapter: Taming Your Debt

Practice 50: Solve financial problems creatively

Problem
Conventional thinking can limit opportunities.

Action
Look for original ways to earn, save, and invest.

Outcome
You discover more ways to build wealth.

Chapter: Be Creative