RR #68 - Investment Ratios, Risk 101, Sustainability, Longevity and more

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  • Опубліковано 7 лис 2024

КОМЕНТАРІ • 13

  • @SS-sy4uu
    @SS-sy4uu 5 років тому +4

    Lol my commute is a hour so this length is fine...
    Thus far, tilting my portfolio to factors has made my portfolio less volatile and the return has been higher that the S & P 500 index. I am 5% bonds.

  • @EnriqueGarcia-hu9ou
    @EnriqueGarcia-hu9ou 5 років тому +2

    This is a good length, about the time it takes for me to get to work

  • @willsamuel6750
    @willsamuel6750 5 місяців тому

    Keep the episodes LONG! We are here for the details and nuance, we can listen to Bens CSI videos if we want a shorter format

  • @aralhan1
    @aralhan1 5 років тому

    One of your best episodes yet!

  • @akahoondog
    @akahoondog 5 років тому +1

    I like it being a bit longer, especially when answering questions as it will have some variety of topics

    • @BenFelixCSI
      @BenFelixCSI 5 років тому +1

      Good feedback. Thank you.

  • @hamavreg83
    @hamavreg83 5 років тому

    Regarding risk: If inflation is a type of risk, shouldn't currency arbitrage be a type of risk?
    As a Canadian (or Israeli in my case) investing in US gov bond is especially susceptible to changes in the currency exchange rate, even more than the price of the bond ETF.

    • @BenFelixCSI
      @BenFelixCSI 5 років тому +1

      Currency is a random risk with no expected return. You would not expect to gain or lose over the very long-term by betting on a currency. With equities, the volatility of currency actually adds a diversification benefit without affecting expected returns. With fixed income, as you point out, currency volatility can make bonds behave more like equities, but with fixed income expected returns - bad combo. This is why global fixed income exposure should generally be hedged back to the home currency. We discussed this, including covered interest rate parity which addresses currency arbitrage, in Episode 64 ua-cam.com/video/CJ6Mrrbvxzg/v-deo.html

  • @michaelravensbergen
    @michaelravensbergen 5 років тому

    Do you really think people trade more at $0 at trade then at $5 a trade? Is there any data? I feel like the stock pickers/market timers were going to trade anyway. Maybe Schwab and the rest can publish some data on this a year from now!

    • @BenFelixCSI
      @BenFelixCSI 5 років тому

      That data would be extremely interesting.

  • @isaacwright2020
    @isaacwright2020 5 років тому +1

    Have you talked about the cryptocurrency markets? I would like to hear your thoughts on incorporating them into a portfolio.

    • @BenFelixCSI
      @BenFelixCSI 5 років тому

      We have not yet, but we have an amazing guest in a few weeks to discuss this.