The Art of a Risk-Adjusted Portfolio in Retirement

Published: Nov. 6, 2023, 7 a.m.

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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the art of building a risk-adjusted portfolio. When building a risk-adjusted portfolio, it\\u2019s important to identify your personal risk preference and choose the best model to structure your investment portfolio.

Listen in to learn the key differences between passive and active investment styles and the benefits of each in helping you reach your goals. You will also learn about the tactical and core investment strategies and how they considerably cut risk.  

In this episode, find out:

  • The two styles of investing \\u2013 the key differences between the goals of passive and active investing.
  • Understanding the tactical and core investment strategies and how they considerably cut risk.
  • The elements of the moderate growth portfolio and how they reduce the effects of market volatility.
  • The importance of having a conversation around risk with your financial advisor to identify where to be with risk exposure.

Tweetable Quotes:

  • \\u201cEvery strategy (passive and active investing) will have its years that it wins and every strategy will have its years that it loses against the other.\\u201d- Radon Stancil
  • \\u201cThe tactical is there to start reducing risk when we have heightened periods of volatility or deterioration in the market.\\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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