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Three Approaches to Asset Allocation

Three Approaches to Asset Allocation

FromMoney For the Rest of Us


Three Approaches to Asset Allocation

FromMoney For the Rest of Us

ratings:
Length:
23 minutes
Released:
Jul 22, 2020
Format:
Podcast episode

Description

What are the three primary ways to allocate assets and build a portfolio when saving for retirement or living in retirement. Topics covered include:How saving for retirement and living in retirement differ.What are the expected return and risk of the Permanent, Golden Butterfly, and All Season portfolios.What are the pros and cons of a role-based permanent portfolio.What are the pros and cons of a strategic portfolio mix, such as the Bogleheads Three Fund PortfolioWhat are the pros and cons of an adaptive asset garden portfolio.Thanks to NetSuite and The Great Courses Plus for sponsoring the episode.
Released:
Jul 22, 2020
Format:
Podcast episode

Titles in the series (100)

A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com