Excess Returns The Fastest Market Selloff Since 2020: Rick Ferri on Tactics to Survive and Thrive
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Apr 5, 2025 
Rick Ferri, a champion of low-cost, evidence-based investing, shares his expertise on navigating market volatility. He emphasizes the power of simplicity in investing and the importance of maintaining a steady asset allocation. Ferri debunks the myth of the 'dead' 60/40 portfolio and highlights the significance of personal inflation rates. He also discusses the complexities of direct indexing, the challenges of active management, and the benefits of international diversification. This conversation offers essential strategies for both novice and seasoned investors.
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Do the Uncomfortable
- You always do what is probably the most uncomfortable thing in investing.
- The uncomfortable thing is usually the right thing to do in the long term.
Simplicity vs. Complexity
- Investors want simplicity, but the industry pushes complexity for job security.
- Complexity is job security in the investment industry.
60/40 and Asset Allocation
- The 60/40 portfolio isn't dead; it's a middle-of-the-road allocation.
- Asset allocation depends on individual circumstances, not broad rules.