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The stock market is at record highs but does that mean it's time to rebalance?
In this episode of Invest Like A Billionaire, Ellis Hammond sits down with Bob Fraser to discuss why today's market may be strengthening the case for private alternatives, where he's personally investing today, and how billionaire investors think about portfolio construction.
They cover portfolio diversification, private credit, multifamily real estate, liquidity, taxes, cash flow, and the biggest mistakes investors make when moving beyond stocks.
Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community.
Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
By Aspen Funds4.9
129129 ratings
The stock market is at record highs but does that mean it's time to rebalance?
In this episode of Invest Like A Billionaire, Ellis Hammond sits down with Bob Fraser to discuss why today's market may be strengthening the case for private alternatives, where he's personally investing today, and how billionaire investors think about portfolio construction.
They cover portfolio diversification, private credit, multifamily real estate, liquidity, taxes, cash flow, and the biggest mistakes investors make when moving beyond stocks.
Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community.
Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

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