Balancing Your Portfolio

A 60% stock, 40% total bond market portfolio is often considered to be a "balanced" portfolio.

As it turns out, it isn't very balanced.

In this episode, we literally use a balance to better understand how unbalanced the 60/40 portfolio is and alternatives we may consider to find better balance.

Portfolio Visualizer data shown in this episode can be found here.

I am passionate about helping people improve the efficiency of their finances!
— Andy Cole

Fiduciary Financial Advisors, LLC is a registered investment adviser and does not give legal or tax advice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.