InvestTalk 10-23-2023 – Risk of Balanced Funds: Lessons from the 60/40 Portfolio Stumble
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 24 October 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
Investing in the 60/40 rule has been a consistent strategy for years – until 2023.
Today's Stocks & Topics: FADMX - Fidelity Advisor Strategic Income Fund FSIF, MLI - Mueller Industries Inc., WMS - Advanced Drainage Systems Inc., MP - MP Materials Corp., DGRO - iShares Core Dividend Growth ETF, VIG - Vanguard Dividend Appreciation ETF, Copper, EG - Everest Group Ltd.
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Transcript
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| 0:00.0 | At a time when investors are confronted with market volatility and a variety of challenges fueled by the uncertainty of inflation, |
| 0:14.1 | unsettled geopolitical tensions, |
| 0:16.6 | and economic pressures. |
| 0:18.6 | Justin Klein and Steve Peasley stand ready |
| 0:21.4 | to take your finance and investment questions and share their unbiased answers. |
| 0:27.0 | This is Invest Talk, independent thinking, shared success. Invest Talk is made possible by KPP Financial, |
| 0:35.0 | a registered investment advisor firm serving clients throughout the United States. |
| 0:40.0 | The clarity for your path forward starts now. |
| 0:45.0 | Here is KPP Chief Executive Officer, Financial Advisor Justin Clyde. |
| 0:51.0 | Good evening and welcome back to Invest Talk. |
| 0:56.0 | This is our Monday, October 23, |
| 1:00.0 | edition of Invest Talk. |
| 1:01.0 | I'm Justin Klein. we are excited this hour for your questions and when I say we I mean myself and Luke Guerrero he is back with us. |
| 1:12.0 | Thanks to being here Luke. Thank you for having me. Luke interesting times, these trying times, these different times when this is a new era of higher |
| 1:28.8 | inflation, which means different market dynamics. |
| 1:32.6 | And that's why I love our main focus point today |
| 1:34.7 | because it really hits on the dynamics that are shifting |
| 1:37.9 | that are changing the way investors allocate |
| 1:41.5 | or should allocate their portfolio. |
| 1:44.1 | We're going to talk about the 6040 portfolio and how that can balance out with maybe other |
| 1:51.5 | assets in a higher inflationary environment. So that's our main |
| 1:56.5 | focus point today but we're going to run down some show topics as well we're going to talk about market performance but right |
... |
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