Evaluating Alternatives to the 60-40 Portfolio
Two Quants and a Financial PlannerDecember 11, 202300:51:09

Evaluating Alternatives to the 60-40 Portfolio

Stocks and bonds have their best returns in history over the past 40 years. But history tells us that the period is more the exception than the rule. With the outlook for stocks and bonds not looking as rosy as the past, many investors have questioned whether a portfolio consisting of just stocks and bonds is enough. In this episode, we tackle that question. We look at the future outlook for stocks and bonds and evaluate a variety of alternative strategies investors could consider.

#6040 #alternativeinvestments

00:00 - Intro
02:26 - The future outlook for the 60-40 portfolio
07:43 - The expected returns of stocks and bonds
10:56 - Some options for stock and bond investors who want to enhance returns
12:52 - The dangers of looking different than the market
14:22 - Commodities, Gold and Managed Futures as complements to stocks and bonds
25:57 - Looking at alternatives on their own vs. in a total portfolio context
30:11 - The Permanent Portfolio and All Weather Portfolio
36:24 - Risk Parity
40:49 - Return Stacking
45:24 - Protective Asset Allocation and Generalized Protective Momentum 

ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.

SEE LATEST EPISODES
⁠⁠⁠https://www.validea.com/financial-planning-podcast

FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠

FIND OUT MORE ABOUT VALIDEA CAPITAL
⁠⁠⁠https://www.valideacapital.com⁠⁠⁠

FOLLOW MATT
Twitter: ⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠
LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/

FOLLOW JACK
Twitter: ⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠
LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠

FOLLOW JUSTIN
Twitter: ⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠
LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠