2min chapter

The Security Analysis Podcast cover image

Jack Burns: Advanced Asset Allocation for the DIY Investor

The Security Analysis Podcast

CHAPTER

The Benefits of Diversifying Assets

The PIMCO Stocks Plus Long Duration Fund provides 200% notional exposure to the S&P 500 and 100% exposure to an actively managed long duration bond portfolio. The equity portion of that exposure is in the RATI implementation of like value EM on the putty side, it has less duration than PSLDX. And yeah, I think over the longer term, I personally want that leverage that it provides the portfolio.

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