Catching Up to FI

How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134

Apr 13, 2025
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ADVICE

Young Investors Need High Equity

  • Young investors should generally have higher equity than fixed income for growth potential.
  • They must be able to handle the risk and stay the course to succeed long term.
ADVICE

Young Investors: Skip Bonds

  • Avoid bonds in portfolios for young investors to maximize returns.
  • Invest as much as risk tolerance allows in equities, including a mix of S&P 500 and small cap value funds.
INSIGHT

Value of International Stocks

  • Despite recent underperformance, international stocks provide important diversification.
  • A global equity portfolio with about 65% U.S. and 35% international stocks balances risk and opportunity long term.
Get the Snipd Podcast app to discover more snips from this episode
Get the app