Show Us Your Portfolio: Bob Elliott
Excess Returns
00:00
Optimizing Portfolio Rebalancing and Asset Class Approaches
The chapter delves into the importance of rebalancing a portfolio with emphasis on commodities, different frequencies, and the benefits of long-term saving strategies with annual rebalancing. It discusses asset class approaches, particularly focusing on equity investments, index funds, and a specific ETF that mimics a diversified portfolio efficiently. The conversation also covers finding consistent alpha, accessible ETF-based alpha strategies, trend following strategies, tax efficiency, simplicity in investment strategies, and debates on international and private market exposures.
Transcript
Play full episode
