Excess Returns Show Us Your Portfolio: Bob Elliott
Feb 29, 2024
Bob Elliott, founder of Unlimited Funds, shares his unique multi-strategy approach to managing his personal portfolio. Topics include weaknesses of the 60-40 portfolio, building blocks of his investment strategy, benefits of simplicity, views on home ownership, leaving money to children, gardening, and more.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Constructing a Resilient Portfolio Strategy
03:49 • 11min
The Power of Diversification in Portfolio Construction
14:48 • 8min
Optimizing Portfolio Rebalancing and Asset Class Approaches
22:31 • 18min
Navigating Crypto and Real Estate Investing
40:33 • 9min
Balancing Financial Support and Self-Reliance for Children's Success
49:06 • 7min
Exploring the Freshness and Taste of Produce, Gardening, and Investment Strategies
55:47 • 4min