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Episode 23: How To Analyze A Proposed Portfolio From A Macro-Perspective

Season 1 Episode 23 Published 5 years, 2 months ago
Description

We analyze a portfolio recently proposed in a MarketWatch article that is intended to replace the standard 60/40 stock/bond retirement portfolio.

Links:

MarketWatch article:  https://www.marketwatch.com/articles/a-60-40-stocks-bond-strategy-no-longer-works-heres-what-to-do-instead-51601653163?mod=mw_latestnews

Portfolio Visualizer Comparison Analysis:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Portfolio Visualizer Asset Correlation Analysis of the MarketWatch portfolio:   Asset Correlations (portfoliovisualizer.com)

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