Show Us Your Portfolio: Cullen Roche

Sep 7, 2023

Financial expert and portfolio manager, Cullen Roche, discusses his unique approach of matching duration of asset classes with personal goals. They explore whether macro views influence his portfolio, international diversification, leaving money to children, and more. They also discuss time horizons in portfolio planning, retirement perspectives and planning mistakes, understanding time horizons and asset allocation, asset classes and insurance in portfolio construction, Bitcoin as a long-duration insurance hedge, saving and investing for children, and investing in value beyond financial return.