Day 7 – How to think about your Alternative Sleeve in the Context of Getting the Most Bang for your Buck
Audio is streamed directly from the publisher (podcasts.captivate.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
And on the 7th day, the Meta Portfolio was created. After analyzing the many sources of return across major global asset classes, we now focus on how to implement different strategies and the most thoughtful way of putting those pieces together. When advisors and investors consider adding liquid alternative strategies to their usual combination of stocks and bonds, it usually represents between 10% and 20% of their overall allocation. But if we really want this sleeve to provide meaningful, differentiated performance to our portfolio, we need to think about capital efficiency.
Reference: https://investresolve.com/blog/capital-efficiency-trumps-fees/
https://www.rcmalternatives.com/2018/04/three-alternative-funds-walk-into-a-bar/