

Better Understanding 60/40 Portfolios
Mar 3, 2025
The podcast dissects the traditional 60/40 portfolio strategy, questioning its relevance in today's market. It explains the blend of 60% equities and 40% fixed income, examining risk tolerance and the influence of modern investment tools. The role of fixed income is highlighted, clarifying the distinctions between bonds and stocks, and their impact on portfolio stability. Listeners learn about the complexities of bond investments and the importance of selecting the right portfolio managers. Personalization of investment strategies is advocated for better financial outcomes.
Chapters
Transcript
Episode notes