About this episode

Jared Dillian discusses his asset allocation strategy, The Awesome Portfolio, and challenges conventional investment wisdom.

Jared Dillian joins Matt Zeigler to discuss The Awesome Portfolio, his approach to asset allocation built around 20% each in stocks, bonds, gold, cash, and real estate. They explore how diversification, annual rebalancing, and managing volatility can help investors reduce financial stress and build a portfolio they can stick with through bear markets. Jared explains his "life hedge" concept, challenges conventional wisdom about stock market drawdowns, and shares how losing half his net worth during the financial crisis shaped his investing philosophy. Buy The Awesome Portfolio Book https://amzn.to/3Tf3of7 Topics covered: Why Jared questions putting your entire life savings in the S&P 500 How the Awesome Portfolio differs from Harry Browne's Permanent Portfolio Including home equity when measuring your overall asset allocation Why volatility and frequent portfolio checking can lead to costly decisions The life hedge: protecting against your job and investments declining together Why Jared disagrees with Charlie Munger about tolerating large drawdowns Index concentration, changing correlations, and the limits of diversification The portfolio's historical backtests, including…

People in this episode

Host: Matt Zeigler

Guest: Jared Dillian

Topics covered

• asset allocation
• diversification
• volatility management
• financial stress
• portfolio strategy
• stock market drawdowns

Keywords

• S&P 500
• Awesome Portfolio
• diversification
• financial crisis
• portfolio rebalancing
• volatility
• drawdowns
• retirement planning

Mentioned in this episode

Products: The Awesome Portfolio, The Awesome Portfolio Book

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