Who wouldn’t like a little more cash flow in their retirement plan? Today on ThinkSmart Senior Financial Advisors Rob McClelland and Mike Connon take you through the various portfolio strategies; increasing either growth or equities in your portfolio to increase your overall returns.
Key points:
(01:03): What is the Monte Carlo analysis?
(01:41): What is the makeup of different investment portfolios?
(03:35): 60/40 investment portfolio
(04:47): The 50/50 investment portfolio
(07:11): Let’s look at the 70/30 portfolio
(08:21): The 80/20 portfolio can be a bit volatile
(10:00): The 90/10 investment portfolio
(11:09): Cash cushion
(12:03): The bond market