How to Make Portfolio and Asset Allocation Changes
Money For the Rest of Us
J. David Stein
4.5 • 1.4K Ratings
🗓️ 1 February 2023
⏱️ 31 minutes
🧾️ Download transcript
Summary
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
You can learn more about Money for the Rest of Us Plus here.
For more information on this episode click here.
Related Episodes
306: Three Approaches to Asset Allocation
401: Why Diversifying Your Portfolio Feels Awful
Show Notes
Case studies were pulled from the following Plus episodes:
287 Plus: Coronavirus Update, Mid Month Investment Conditions and Overcoming the Fear of Investing
306 Plus: Member Profile, Bond Investing, and Emerging Technology
310 Plus: Mid Month Update and a Member Wants to Reallocate from Growth Stocks
331 Plus: Member Profile, Tail Risk Protection, Rental Real Estate as Bond Substitute, and YYY ETF
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Transcript
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| 0:00.0 | Welcome to Money for the Rest of Us. |
| 0:02.8 | This is a personal financial show on money, how it works, how to invest it and how to live |
| 0:08.5 | without worrying about it. |
| 0:10.1 | I'm your host David Stein, today's episode 419. |
| 0:13.7 | It's titled How to Make Better Portfolio and Assets Allocation Decisions. |
| 0:19.0 | The Money for the Rest of Us podcast has tens of thousands of listeners per episode. |
| 0:23.6 | But in addition, over the years, we've helped close to 3,000 money for the rest of us |
| 0:29.2 | plus members, help them invest with greater confidence and manage their wealth. |
| 0:34.4 | And we do that by providing market reports, tools and other resources to make better |
| 0:40.1 | portfolio decisions. |
| 0:41.8 | As part of plus membership, we have a weekly premium podcast episode called Money for the |
| 0:46.9 | Rest of Us Plus. |
| 0:47.9 | There's close to 400 of those episodes. |
| 0:50.8 | In that weekly show, we share information about current investment conditions, financial |
| 0:56.1 | market updates, portfolio trades, and we answer listener questions. |
| 1:01.8 | Many of those questions have to do with asset allocation and portfolio decisions. |
| 1:06.8 | In this episode, we wanted to revisit 4 case studies that featured plus members that |
| 1:11.8 | had questions. |
| 1:13.0 | These were episodes that were released between February 2020 and April 2021. |
| 1:20.1 | Instead of just playing the audio, I'm recording it fresh so I can provide updates and more |
| 1:25.5 | contacts with what happened because those episodes were released during the heart of the |
| 1:31.3 | COVID-19 pandemic. |
... |
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