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PodMine

Portfolio Management

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2 episodes
Jan 12, 2026• Odd Lots

Cullen Roche on the Art of Building a Perfect Portfolio

An expert discussion of portfolio construction that challenges traditional 60/40 investing strategies, explores the importance of understanding individual risk profiles, and examines how factors like time horizon, income stability, and macro trends impact optimal investment approaches.

54:06
Dec 15, 2025• How I Invest with David Weisburd

E262: The 50-30-20 Portfolio: How Institutions Are Rebuilding 60/40

In this episode, Alfred Lee from Q Wealth Partners discusses the evolution of portfolio construction, highlighting the shift from traditional 60/40 portfolios to a 50/30/20 model that incorporates alternatives, emphasizes the importance of uncorrelated assets, and focuses on managing liquidity during market crises.

44:39