What’s in Ben’s Portfolio?

Nov 9, 2023

The hosts discuss Rocket Money as a personal finance resource. They critique the 60/40 portfolio and explore target date funds. They talk about the underperformance of individual stocks. The hosts discuss purchasing homes in high-cost-of-living areas. They also explore refinancing, tax deductions, and risk in real estate investing.

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Introduction

00:00 • 2min

Critiquing the 60/40 Portfolio and the Appeal of Target Date Funds

01:49 • 11min

The Underperformance of Individual Stocks

13:09 • 13min

Navigating the Nuances of Purchasing a Home in High-Cost-of-Living Areas

25:57 • 5min

Refinancing, Tax Deductions, and Risk in Real Estate Investing

30:53 • 2min

On episode 99 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO Bill Sweet to discuss the taxation of bonds, treasury and municipal bonds, very-high-cost-of-living real estate, and more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!

Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to https://www.rocketmoney.com/atc.

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