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First Diversification, Now Optimization With Mike Philbrick (033)

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Manage episode 221680212 series 2418444
Content provided by Justin Castelli, CFP® and Justin Castelli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Castelli, CFP® and Justin Castelli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In the last episode, we discussed the importance of diversification and now we build upon it and discuss how to optimize a diversified portfolio. Just like the last episode, we cover a number of strategies and mention some companies–these should not be mistaken for recommendations. This episode is meant to be a conversation, educational, and an exploration into investing in different asset classes to improve diversification, long-term performance, and the overall investor experience. If you are interested in making changes to your portfolio–consult your financial advisor. Keeping it short and sweet with this intro...I hope you enjoy! iTunes: All About Your Benjamins The Podcast Ep. 033 Show Notes: Portfolio Optimization: A General Framework For Portfolio Choice Resolve Asset Management Twitter: @MikePhilbrick99 Twitter: RodGordilloP Twitter: @GestaltU Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.
  continue reading

164 episodes

Artwork
iconShare
 
Manage episode 221680212 series 2418444
Content provided by Justin Castelli, CFP® and Justin Castelli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Castelli, CFP® and Justin Castelli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In the last episode, we discussed the importance of diversification and now we build upon it and discuss how to optimize a diversified portfolio. Just like the last episode, we cover a number of strategies and mention some companies–these should not be mistaken for recommendations. This episode is meant to be a conversation, educational, and an exploration into investing in different asset classes to improve diversification, long-term performance, and the overall investor experience. If you are interested in making changes to your portfolio–consult your financial advisor. Keeping it short and sweet with this intro...I hope you enjoy! iTunes: All About Your Benjamins The Podcast Ep. 033 Show Notes: Portfolio Optimization: A General Framework For Portfolio Choice Resolve Asset Management Twitter: @MikePhilbrick99 Twitter: RodGordilloP Twitter: @GestaltU Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.
  continue reading

164 episodes

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