Buy Hold Sell, by Livewire Markets
Business:Investing
One widely cited investment statistic is that 90% of portfolio performance comes from asset allocation. The stat originates from a 1986 research paper, Determinants of Portfolio Performance, which asserts that asset allocation trumps security selection and market timing when it comes to portfolio returns.
So, in this special Income Series episode of Buy Hold Sell we draw on the asset allocation prowess of Charlie Viola from Pitcher Partners and Hugh Robertson from Centaur Financial.
Charlie and Hugh share their views on three asset classes Livewire readers are adding to their portfolios in the year ahead. These award-winning advisers also nominate five of their preferred funds and ETFs for gaining exposure to these asset classes.
Plus, we hear about two areas of investment they are choosing to avoid right now.
Note: This episode was filmed on Wednesday 22 September 2021. You can read an edited transcript here:
https://www.livewiremarkets.com/wires/buy-hold-sell-3-essential-asset-classes-and-2-to-avoid
Buy Hold Sell: 3 stocks with dividends on the rise (and 2 on the chopping block)
How to generate passive income in 2024
Buy Hold Sell: 5 stocks with monster dividends in 2024
Buy Hold Sell: Your 5 top small and mid-cap stocks for 2024 (and 2 big fundie buys)
6 stocks for a full portfolio reset in 2024
Buy Hold Sell: 5 of your most-tipped stocks for 2024 (and 2 that should have made the list)
12 stocks with game-changing catalysts in 2024
14 stocks to help you sleep at night
12 crowded trades to avoid in 2024
9 of the best stocks to buy in a sell-off
The 10 most underappreciated risks in 2024
No bears here: Why these 12 fund managers are running with the bulls in 2024
The #1 stock picks for 2024
Buy Hold Sell: 6 stocks that could surprise in 2024
Ouch! 12 painful calls from 2023
The dogs and darlings of the ASX in 2023 (and what to back in 2024)
Buy Hold Sell: 5 of the ASX’s most-shorted stocks (and 2 that are big buys)
Buy Hold Sell: 5 crackers for Christmas and beyond
Has this latest inflation print greenlit an ASX Santa Rally?
Buy Hold Sell: 5 stocks for your naughty list in 2024
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast