Today I’m talking about alternative investments.
An “alternative” is an asset that doesn’t fall into one of the three traditional investment categories (stocks, bonds, and cash).
For example, private equity, venture capital, and managed futures.
These complex strategies often claim to reduce risk + deliver “uncorrelated” returns.
- But do they live up to the hype?
- Do they provide compelling risk-adjusted returns?
- Should retirement savers include alternative investments in their portfolio?
I’m answering those questions (and more) in this episode.
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Episode Resources
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- Myth-Busting: Alts’ Uncorrelated Returns Diversify Portfolios [CFA Institute]
- Alternative Funds Are Winners in 2022 [Morningstar]
- Stay Wealthy Retirement Investing Series:
