Investing in the Asset Allocation Portfolio

The Talmud portfolio, you know, thinking in terms of a third in each global equities fixed income and real assets to me is nearly impossible portfolio to beat buy and hold for investors. So I think both across farmland and timberland, we like the land parts, right? And you're exactly right. There's absolutely nothing wrong with some of those public vehicles out there. But they tend to be also very large operating entities and own lots of production capacity as an example. The other component is that's like why we like private ownership is because Reed Sand or ETFs,. one tend to be correlated and two tend to be more volatile.

Play episode from 51:57

Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app