Excess Returns
Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds
Dec 21, 2023
Larry Swedroe, head of financial research at Buckingham Strategic Wealth and author of multiple investing books, delves into the intricacies of alternative investing. He discusses the unique risks of illiquid assets and how they enhance portfolio optimization. Listeners learn about the advantages of interval funds, reinsurance, and managed futures, as well as the importance of diversification beyond traditional stocks and bonds. Swedroe emphasizes a disciplined, evidence-based approach to investment strategies, helping investors navigate today's complex market landscape.
01:06:44
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Quick takeaways
- Larry Swedroe highlights the importance of diversification across various asset classes, including alternatives, to enhance portfolio resilience and returns.
- He emphasizes the need to recalibrate return expectations based on current market conditions to better align with achievable financial goals.
Deep dives
The Importance of Diversification in Portfolio Management
Larry Suedro emphasizes the significance of diversification in constructing a personal investment portfolio. He explains that a well-diversified portfolio draws from various asset classes to balance risk and enhance returns over time. By incorporating alternative investments alongside traditional stocks and bonds, investors can create a more resilient portfolio capable of performing well in different market environments. This balanced approach helps mitigate the risks associated with relying solely on any one asset class or market condition.
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