How To Reduce Volatility In Your Portfolio

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1) What is a proper asset allocation?

-We've talked about this in another video before. Feel free to check it out if you want to understand what your asset allocation should be.

-It starts there. It starts with asset allocation.


2) Second of all, taking a look at in the equity portfolio, in the portion of your portfolio, there's equities.

-Can we find stocks that have either a lower beta relative to the stock market and stronger cashflow?

-If we focus on companies that if and when the market falls 10%, they only fall 8%. That's dramatically less volatility. Also, if there is strong cashflow and then there are proven consistent cashflow and proven consistent dividends, typically those companies will have less volatility.

-We want to find uncorrelated asset classes and asset class that either doesn't move or is uncorrelated to the market. That might be something like a private debt. Perhaps it's a private equity, maybe it's a limited partnership or a private real estate investment.

-It is important to factor in volatility what you're able to stomach, and this has to be done in conjunction with a plan. It has to be done in conjunction with a cash flow projection for your needs, for your retirement, for what it looks like for you.


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