Bogleheads® Live

Rick Ferri, CFA on asset allocation

Apr 25, 2022

Rick Ferri, CFA, is an influential author and investment strategist known for his expertise in asset allocation. In this discussion, he dives into the vital distinctions between investing philosophy and strategy. Ferri shares valuable insights on how allocation impacts returns and the importance of keeping things simple. He explores the nuances of factor investing and the significance of tax-efficient fund placement. Listeners gain practical advice on balancing stocks and bonds, along with the need for discipline and rebalancing as retirement approaches.

43:15

Episode guests

Rick Ferri

AI Chapters

Episode notes

Intro

2min

Mastering Asset Allocation

25min

Understanding Small Cap Value Investments and Their Long-Term Outlook

5min

Understanding Long-Term Asset Commitment and Allocation Strategies

2min

Navigating Asset Allocation Strategies

7min

Importance of Stock-Bond Mix and Upcoming Discussions

2min

Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, how allocation drives investment returns, the value of rules of thumb when investing, how Rick’s approach to investing has changed over the years, factor investing, asset tax location (tax-efficient fund placement), and more.

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