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Risk-Adjusted Portfolio How It Works
Episode 14621st February 2022 • Secure Your Retirement • Secure Your Retirement
00:00:00 00:19:00

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Have you thought of having a risk-adjusted portfolio? A good risk-adjusted portfolio protects you from a significant market risk like a sudden pandemic.

There are traditional ways of adjusting a portfolio to risk, but even those don’t work sometimes. If you want to adopt a risk-adjusted portfolio, do the research, think of what works best for you, and then have a conversation with your financial advisor.

In this episode of the Secure Your Retirement podcast, we talk about a risk-adjusted portfolio and why it’s better to do it with the supply and demand method instead of asset allocation. Listen in to learn how to adjust your portfolio risk using the bond alternative.

In this episode, find out:

●     The factors that determine an individual risk-adjusted portfolio.

●     Understanding asset allocation and why the typical methods of it can be risky too.

●     Understanding the year-to-date and max drawdown returns.

●     How to do a risk-adjusted portfolio with supply and demand instead of asset allocation.

●     Safe growth – transferring of a down in the market over to the insurance company.

●     How to adjust your portfolio risk using the bond alternative.

Tweetable Quotes:

●     “As a person gets closer to and gets into retirement; risks can change.”- Radon Stancil

●     “After being a wreck, you’re the safest you could ever be.”- Radon Stancil

●     “Some are comfortable with the concept of just doing a 60/40 asset allocation, and some are not and we have to think a little bit differently.” - Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.