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Behind The Markets Podcast: Brian Spinelli

Behind the Markets Podcast

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How to Allocate Within a Portfolio

We're looking ata as part of what we carved out of traditional fixed income a few years ago. And we've actually been using this strategy going back 14 years now. So clients that are in that phase where they can't sustain the downside as much as the built and grow, client they've been holding on to anywere from ten to 12 % cash for this period of time. But when markets do turn around and t momentum starts to build again, they will have more equity in their portfolio than they otherwise probably be comfortable with.

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