Risk-Adjusted Portfolio How It Works
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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\\u2019t 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\\u2019s 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:
\\u25cf The factors that determine an individual risk-adjusted portfolio.
\\u25cf Understanding asset allocation and why the typical methods of it can be risky too.
\\u25cf Understanding the year-to-date and max drawdown returns.
\\u25cf How to do a risk-adjusted portfolio with supply and demand instead of asset allocation.
\\u25cf Safe growth \\u2013 transferring of a down in the market over to the insurance company.
\\u25cf How to adjust your portfolio risk using the bond alternative.
Tweetable Quotes:
\\u25cf \\u201cAs a person gets closer to and gets into retirement; risks can change.\\u201d- Radon Stancil
\\u25cf \\u201cAfter being a wreck, you\\u2019re the safest you could ever be.\\u201d- Radon Stancil
\\u25cf \\u201cSome 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.\\u201d - 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.
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