Thursday, July 25, 2024

Modernizing the 60/40 Portfolio with Self-Directed Investing | Equity Trust

In this video, we explore the evolving landscape of the 60/40 investment model and what it means to have a "modern portfolio". Discover the potential benefits of incorporating private market investments, such as real estate, private equity, and alternative assets, into your portfolio. Here is one way you can diversify: https://eqtytrst.co/3WCNQRa #privatemarkets #equitytrust #sdira #investors #retirementplanning #retirementportfolio 0:00 Intro 0:27 Challenging and rethinking the 60/40 Model 1:30 Understanding risks and liquidity of alternative investments 2:02 How do you self-direct a retirement account into private market investments? 3:05 What are the two options for holding public and private market investments 4:38 - Get started with WealthBridge for private market investments Sources The Modern Portfolio: https://money.usnews.com/investing/articles/modern-portfolio-theory-what-is-it 0:00 Challenging the 60/40 model https://www.blackrock.com/us/individual/insights/60-40-portfolios-and-alternatives# 0:45 60/40 Portfolio Appeal Why the 60/40 portfolio remains effective https://www.transamerica.com/knowledge-place/ongoing-appeal-6040-portfolio 0:51 How can I Diversify into Alternatives https://www.forbes.com/sites/forbesfinancecouncil/2024/04/24/the-half-life-of-portfolio-diversification-why-6040-is-now-403030/ 1:15 Weathering Market Volatility https://privatebank.jpmorgan.com/nam/en/insights/markets-and-investing/case-for-alternative-investments 1:50 Alternatives Behave Differently than Public Market Investments https://www.investopedia.com/articles/financial-advisors/092515/alternative-investments-look-pros-cons.asp Reimagine Your Retirement with Equity Trust: https://eqtytrst.co/homepage Connect with us on social media! ⭐ LinkedIn: https://eqtytrst.co/linkedin ⭐ Facebook: https://eqtytrst.co/facebook ⭐ Instagram: https://eqtytrst.co/instagram ⭐ Twitter/X: https://eqtytrst.co/twitter ⭐ TikTok: https://eqtytrst.co/tiktok ⭐ Reddit: https://eqtytrst.co/reddit