Using Alternative Investments to Boost Portfolio Returns? - 233

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 6 August 2019

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Private equity, venture capital, hedge funds, real estate investment trusts (REITs) and angel investing: Joe breaks down what these alternative investments are and whether they belong in your portfolio. Plus, the fellas talk about risk parity investing, net unrealized appreciation, what to do with a large settlement and the break-even point for Social Security benefits. Transcript, free financial resources & show notes: http://bit.ly/YMYW-233

Transcript

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0:00.0	We've had a number of people over the past few months ask about alternative investments. So today on
0:06.0	your money, your wealth, Joe gives his take on private equity, venture capital, hedge funds, real estate
0:12.0	investment trusts, and angel investing. The fellows also discuss risk parity investing,
0:17.5	net unrealized appreciation, what to do with a large settlement, and the
0:21.8	break-even point for Social Security benefits. I'm producer Andy Last, and you still have a
0:26.9	couple of weeks to help us make this your favorite podcast ever. Fill out my YMIW podcast
0:32.9	survey in the show notes for this episode at Your Money, Your Wealth.com for a chance to win a $100
0:38.8	Amazon gift card.
0:40.6	Now, let's talk about those alternative investments.
0:43.3	Here are Joe Anderson CFP, and coming up later, Big Al Clopine CPA.
0:48.0	We got Steve from San Diego.
0:50.7	Hi, Andy.
0:51.7	He actually, he emailed us a while ago.
0:53.7	You guys answered his question about how to
0:55.6	diversify his portfolio for the best returns or tax efficiency. So when I sent him the response
1:02.0	that you guys gave him, this is how he responded to me. Got it. He goes, thank you so much for
1:07.6	writing in your nice letter. What do you send him in love letters or what?
1:11.4	I sent him the link to the podcast and the video and he's all set. I got it. And the great
1:17.9	material you provided, I can't tell you enough how thrilled I was to listen to the answer on
1:23.0	your show. I have to tell you the fellas knocked it out of the park with their answer. Joe gave us a seminar of
1:28.7	modern portfolio theory, and they gave us another seminar on the tax implications of the different
1:34.1	accounts, and they each contributed to the other's topic. It was truly riveting radio.
	...

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