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RL141 — Is The 60/40 Portfolio Dead
Manage episode 346069688 series 3197371
Contenuto fornito da Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Today on the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss whether the 60/40 portfolio is dead. They analyze how the traditional framework is catching heat with both equities and bonds down this year and some alternative investment options you can take advantage of.
[00:59] Introduction
[04:36] Is the 60/40 Portfolio Dead?
[07:07] Understanding the Client-Advisor Relationship
[09:10] Some Better Alternatives to the 60/40 Portfolio
[12:05] Historical Spectrum of Returns in the 60/40 Portfolio
[15:15] Worst-Performing Years in the 60/40 Portfolio
[23:15] The Stock/Bond Correlation
[27:25] Normal Vs Abnormal Stock/Bond Correlation
[29:30] A Personalized Approach to Investing
[31:10] When Both Bonds and Stocks Go Up or Down in the Same Year
[33:30] Attractive Bond Substitutes
[36:10] The 60/20/20 Portfolio of Stocks, Bonds, and Alternatives
[37:10] Identifying Opportunities When Trading Options
[40:28] Parting Thoughts
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
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