Diversification works most of the time but not all of the time.
Search Results for: "benchmark"
No, The Stock Market is Not Rigged Against the Little Guy
Dave Portnoy thinks the stock market is rigged.
Animal Spirits: The Roaring Twenties
On today’s show, we discuss:
– Why the elements are in place for a boom-time decade
– Why household allocations to stocks were so low in the past
– How to lie with statistics
– Who keeps buying Treasury bonds
– Picking the AI winners in the stock market
– Some good news for homebuyers, and much more!
Retirement Planning in your 20s, 30s and 40s
Answering a handful of questions about retirement planning at various stages of life.
Avoiding Burnout & a Mid-Life Crisis
How can you avoid a mid-life crisis?
Talk Your Book: Investing for Income
On today’s show, we are joined by Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss:
– Asset allocation decisions within multi-asset funds
– How rate changes affect portfolio yield
– Investors overallocation to cash
– Understanding convertible bonds, and much more!
Historical Returns For Stocks, Bonds & Cash
Historical returns for stocks, bonds and cash from 1928-2023.
Overcoming a Cash Addiction in Your Portfolio
What to do if you’re sitting on cash but can’t pull the trigger to invest it.
Talk Your Book: Betting on Duration
On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!
The Worst Bond Bear Market in History
A short history of bond bear markets.
