Cullen Roche Drops by to Talk Perfect Portfolios

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 26 January 2026

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of Live From the Compound, Downtown Josh Brown hosts Cullen Roche, founder of Discipline Funds and author of the new book, Your Perfect Portfolio. Cullen walks investors through the most important points about 60/40 strategies, risk parity, investing like Buffett and other popular strategies. Get Cullen's book here: https://www.amazon.com/Your-Perfect-Portfolio-investing-strategies/dp/1804091928 This episode is sponsored by Betterment Advisor Solutions. Learn more at http://Betterment.com/advisors Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's show is sponsored by Betterment Advisor Solutions.
0:16.5	What growth strategy are leading RAs using that most firms don't?
0:21.5	Segmentation.
0:26.8	Some clients' needs are sophisticated and required deep ongoing planning, while some clients' needs are simple, like those in the wealth accumulation stage.
0:30.6	The smartest firms know, planning shouldn't look the same for every client, but the experience
0:35.3	should always be exceptional.
0:37.1	Now it can be with Betterment
0:38.9	Advisor Solutions. It's the platform built for segmenting your book and streamlining those
0:44.1	smaller and simpler accounts. The onboarding experience is automated and paperless. The portfolio
0:49.7	management is streamlined and tax efficient. the client experience is consistent and modern,
0:55.1	and the impact isn't just felt by your clients.
0:57.3	It's felt across your entire practice.
0:59.9	Imagine a back office that's humming, a team that's thriving, and a service model ready
1:04.1	to scale, Betterment Advisor Solutions.
1:06.8	Your biggest regret will be not doing it sooner.
1:09.6	Learn more at betterment.com slash advisors.
1:13.4	Yep.
1:15.1	Back again.
1:16.7	It's Monday.
1:18.7	Hey guys.
1:19.7	Welcome to an all new edition of Live from the Compound.
1:22.4	My name is downtown Josh Brown and I am here with one of my favorite people I have ever met in this industry.
	...

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