Show Us Your Portfolio: Bob Elliott

In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio. We cover the weaknesses of the 60-40 portfolio, the 4 buckets Bob uses as the building blocks for his investment strategy, the benefits of simplicity, how Bob views home ownership, leaving money to children, gardening and a lot more.
00:00 - Intro
02:16 - Bob's long-term goals with his portfolio
06:18 - How Bob views retirement
11:28 - Bob's views on the 60-40 portfolio
15:03 - Bob's biggest lesson from Bridgewater
17:01 - The four buckets of Bob's portfolio
20:50 - Constructing a risk parity portfolio
23:03 - Bob's views on rebalancing
25:49 - Building a diversified alpha portfolio
29:15 - The challenges of a portfolio that looks different
32:17 - Simple vs. complex in trend following
37:20 - Bob's views on international exposure
38:56 - Bob's views on private investing
40:45 - Why Bob doesn't invest in cryptocurrencies
45:36 - How Bob looks at home ownership in a portfolio context
49:31 - The pros and cons of leaving money to children
53:23 - The benefits of growing your own food
59:01 - The one lesson Bob would teach the average investor
MORE ABOUT UNLIMITED FUNDS
www.unlimitedfunds.com/
FOLLOW BOB ON TWITTER
/ bobeunlimited
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www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
www.valideacapital.com
FOLLOW JACK
Twitter: / practicalquant
LinkedIn: / jack-forehand-8015094
FOLLOW JUSTIN
Twitter: / jjcarbonneau
LinkedIn: / jcarbonneau

Пікірлер: 16

  • @fromthebirchwood
    @fromthebirchwood2 ай бұрын

    I’ve had majority of my holdings in tech stocks and I've done pretty well, especially with Apple’s P/E (price to earnings ratio) but with much uncertainty now, my question is what stocks can be the next APPL in terms of growth for the next decade?

  • @heatherholdings

    @heatherholdings

    2 ай бұрын

    it may be difficult finding the next apple within the tech stock sector, maybe look outside of tech stocks

  • @valentinaarrelaro

    @valentinaarrelaro

    2 ай бұрын

    nvidia is changing the game but perhaps, you should consider financial advisory

  • @JamesWillock

    @JamesWillock

    2 ай бұрын

    I'm in line with having an advisor oversee my day-to-day investing cos, my job doesn't permit me the time to analyze stocks myself. Thankfully, my portfolio has 5X in barely 5 years, summing up nearly $1m as of today.

  • @brooms4142

    @brooms4142

    2 ай бұрын

    @@JamesWillock truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor... mind sharing info of this person guiding you please?

  • @JamesWillock

    @JamesWillock

    2 ай бұрын

    Can't divulge much, I delegate my excesses to someone of great expertise ''Karen Lynne Chess'' preferably you can look her up online, her qualifications speak for itself.

  • @favjr
    @favjr2 ай бұрын

    This may be the best one in this series yet. Good discussion and application of diversification and simplicity principles.

  • @whatgej
    @whatgej2 ай бұрын

    Would love to know what the dozen or so alpha ETFs with a 5+ year track record are. The trend following ones I know of: RSST, RSBT, AHLT, DBMF

  • @emcardleinvest
    @emcardleinvest2 ай бұрын

    Great convo - thanks, all

  • @dividenddepot
    @dividenddepot2 ай бұрын

    Love the content, great guest. Keep up the excellent work guys.

  • @marclandry638
    @marclandry6382 ай бұрын

    Good job Joe.

  • @bluesky2145
    @bluesky21452 ай бұрын

    Regarding your kids give them enough to do something but not enough money to do nothing. Were the five ETFs ever listed? I never saw them. Really nice video that prompts more questions from me. Regarding botany I'm definitely going to try some potatoes from my local farmers market and compare them to grocery store potatoes. I'll ask them when they were picked also

  • @HectorYague
    @HectorYague2 ай бұрын

    It speaks volumes that even a macro expert such as Bob chooses to stick, for his own money, to a systematized all-weather portfolio with mechanic yearly rebalancing. The reality is that alpha, stock picking, macro or geopolitical bets, etc are soooooo difficult that even professionals prefer to simply get some diversified beta exposure and be done with it.

  • @BobEUnlimited

    @BobEUnlimited

    2 ай бұрын

    Savings portfolio should be simple to implement, easy to stick to, and not be thought about much!

  • @nellaikswokub139
    @nellaikswokub1392 ай бұрын

    So you’re buying into actively managed products with greater expenses involved that have proven over time to under perform index investing and you don’t compare it to the indexed 60/40 portfolio you’re saying doesn’t work anymore? Come on