Many Happy Returns Core Strength: Portfolio part 1
27 snips
Feb 23, 2022 Learn about constructing a core portfolio for long-term investments, including stocks, bonds, cash, and gold. Discover what to look for in an index fund, when to rebalance, and the risks involved. Explore the concept of negative duration and the role of gold as a portfolio hedge. Dive into the Golden Butterfly portfolio and its performance in different market environments. Understand the risks and uncertainties in portfolio management, potential changes to state pension and private pension access, and efforts to create a comprehensive asset class index.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Importance of the Core Portfolio
01:44 • 14min
Negative Duration and the Role of Gold in Portfolio
15:42 • 3min
The Golden Butterfly Portfolio and Investing in Equity
18:15 • 16min
Understanding Risks and Uncertainties in Portfolio Management
34:10 • 2min
Potential Changes to State Pension and Private Pension Access
36:02 • 6min
Efforts to Create a Comprehensive Asset Class Index and the Fantasy Portfolio Competition
41:54 • 2min