EPISODE · Nov 3, 2022 · 44 MIN
RL141 — Is The 60/40 Portfolio Dead
from Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson · host Roshan Loungani and Adrian
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 [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 #retirement #investing 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.
What this episode covers
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 [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 #retirement #investing 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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RL141 — Is The 60/40 Portfolio Dead
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