How to Make Portfolio and Asset Allocation Changes

Feb 1, 2023

31:08

Highlights

AI Chapters

Episode notes

Investing in a Hot Market Is a Big Mistake

Introduction

2min

Investing in a Hot Market Is a Big Mistake

2min

Stocks Will Outperform Bonds Over the Next 20 Years

2min

Adaptive Model Portfolios Overcame the Fear and the Uncertainty

4min

Is There a Proper Asset Allocation?

3min

Fixed Annuities - What's the Difference?

4min

The Adaptive Portfolio Is Down 7.8% Versus the Static Model

3min

Using Wide Charts to Track Model Performance

2min

Investing in a Sense of Placement Is a Good Idea

5min

10.

Protecting Against the Downside

5min

We consider four case studies in which individuals struggle to decide what to do with their investment portfolios.

Topics include:

Why it's so difficult to reenter the stock market after sitting on the sidelines and what to do instead
What are the risks of having a too aggressive portfolio allocation in retirement and what to do instead
What to do when an investment strategy has worked really well but you feel it is time to make a change
How to decide on an appropriate portfolio mix after a significant financial change

For more information on this episode click here.

Related Episodes

306: Three Approaches to Asset Allocation

Show Notes

Case studies were pulled from the following Plus episodes: