6min chapter

Excess Returns  cover image

The Benefits of a Simple Investment Approach with Rick Ferri

Excess Returns

CHAPTER

Personalized Asset Allocation and Long-Term Investment Strategy

This chapter underscores the value of tailoring asset allocation to individual comfort levels, showcasing real-life examples and the importance of consistency in sticking to chosen allocations. It also advocates for a straightforward investment strategy based on total market allocation over following fleeting trends like ESG investing or small value investments.

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