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.

We hope you enjoy the discussion.

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Practical Alternatives to the 60-40 Portfolio

Two Quants and a Financial Planner