In this episode, Mark talks about how the dynamics of investing are changing and how investors won’t make nearly as much money in bonds - it will take longer. Interest rates going up means the value of bonds is going down. This skews actual performance and risk adjusted return. Do not put 100% of money in your portfolio… but it's not about what country or sector you are invested in its being properly allocating assets. You’re either a growth or income investor. You can’t be both! He also talks about passive investing: maximize returns over long run; buying and holding. Avoid fees and drag on performance that happen from frequent trading. You can rely and trust your advisor but most of the time your advisor doesn’t know what you own or what your money manager is doing!
March 14, 2017