In this episode, we dive deep into practical alternatives to the traditional 60/40 portfolio. We explore various approaches like the Permanent Portfolio, risk parity and return stacking and take a detailed look at how we build alternative portfolios for our clients. We also examine Nomadic Samuel's innovative work on building diversified portfolios using new ETF products. Throughout our conversation, we emphasize the importance of having a systematic process, understanding the risks and potential behavioral challenges, and considering factors like taxes and market regimes. While acknowledging that the 60/40 portfolio isn't "dead," we highlight how these alternative approaches can potentially improve risk-adjusted returns and provide better protection in different economic environments.
00:00:00 Introduction and overview of the 60/40 portfolio
00:03:34 Why you might need something beyond the 60/40 portfolio
00:08:03 The importance of a systematic approach to asset allocation
00:12:52 Discussion of the permanent portfolio
00:17:31 Introduction to risk parity strategies
00:21:33 Explanation of return stacking
00:27:14 Jack's approach at Validea Capital
00:36:13 Matt's approach at SunPoint Investments
00:46:37 Overview of Nomadic Samuel's work on Picture Perfect Portfolios
00:49:12 Deep dive into the "Fortress Portfolio" example
00:56:20 Considerations for new ETF vehicles and strategies
00:58:15 The importance of behavioral aspects in investing
01:00:26 Closing thoughts and wrap-up
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