Retire In Texas

Is Diversification Dead?


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If stocks zig. bonds zag.

This means that, if the stock market goes down, bonds go up.

It’s common to diversify your portfolio by balancing out stocks and bonds, as they historically compliment each other.

But this doesn’t seem to be the case right now. Both are going down.

And people are starting to question diversification as a strategy.

In today’s episode, you’ll get a report on what is going on in the market right now, and how you can still use bonds to build and protect your wealth in 2023.

Listen now.

Show highlights include:

  • The “Recipe” method to never worry about your investment portfolio again (2:52)
  • What you can ask your financial advisor to understand your portfolio better right away (7:05)
  • The reason why stocks and bonds are going down together right now (and why this is only temporary) (7:58)
  • Why bonds are a lucrative investment (even if they may burden your portfolio right now) (15:48)

Disclosure: 

"Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm."

References:

Don't Lose Faith in the 60/40 Portfolio.  https://www.morningstar.com/articles/1133395/dont-lose-faith-in-the-6040-portfolio

Texas Housing Market Predictions & Trends 2023  https://www.noradarealestate.com/blog/texas-housing-market/

Factbox: The U.S. debt ceiling and markets: Gauging the fallout  https://www.reuters.com/markets/us/us-debt-ceiling-markets-gauging-fallout-2023-02-16/

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Retire In TexasBy Darryl Lyons

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