Navigating the S&P 500 Landscape

This chapter discusses the challenges posed by significant debt in S&P 500 companies and the need for true revenue growth amidst a landscape influenced by buybacks. The speaker shares insights on diversification, asset allocation, and explores niche opportunities in closed-end funds as potential avenues for favorable returns.

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Episode notes

On today’s show we talk to David Stein about his new book and how to construct the optimal portfolio.

IN THIS EPISODE YOU’LL LEARN:

How to construct the optimal portfolio
How to determine the expected return, upside, and downside of an asset class
If you should ever be 100% invested in stocks?
Why you should consider owning more than a dozen asset classes.
Ask The Investors: How should I rebalance my portfolio?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
David Stein’s book, Money For the Rest of Us – Read reviews of this book
David Stein’s Podcast, Money for the Rest of Us
Sign up to the TIP live event in Los Angeles with Stig and David by emailing stig@theinvestorspodcast.com
Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting

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