RL076 - Retirement Lifestyle: Million Dollar Portfolio — The Good, The Bad & The Ugly

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson analyze the good, the bad, and the ugly of a million-dollar portfolio. They talk about the impact of inflation, diversification versus healthy growth, and the benefits of planning. [05:29] The $1 Million Portfolio [09:40] Efficiency and Performance of the $1 Million Portfolio [14:10] Volatility in Accumulation Versus Distribution [17:20] Average Rate of Return Versus Compound Average Growth Rate [20:10] Comparing the Best and the Worst Time Periods for the Portfolio [26:50] The Impact of Inflation on Pension Plans [30:01] Sector Breakdown: The Good, Bad, and Ugly in your Portfolio [35:10] What is the Sharpe Ratio? [43:30] Risk Tolerance and Company Specific Risk [45:30] Momentum and Value Strategies [48:54] Quality Versus Value in the $1 Million Portfolio [50:50] Diversification Versus Healthy Growth [58:40] Why There is no Investing Without Planning Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting 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.