The Golden Butterfly Portfolio and Investing in Equity

A popular approach to investing is to construct a core portfolio of long-term investments. But what investments should go into this core?

We consider the case for stocks, bonds, cash and gold, and how they complement each other.

We also discuss what to look for in an index fund, when to rebalance and what risks are involved in long-term investing.

In the Dumb Question of the Week, we ask: Who actually decides what companies are included in the S&P 500 index?

Selected links

• S&P 500 return calculator
• T-Rex score
• Golden Butterfly portfolio

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📧 mhr@pensioncraft.com

🎧 many-happy-returns.captivate.fm

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns