Adding Alternative Investments to a Stock/Bond Portfolio
by Phil DeMuth and Charles Rotblut, CFA
Phil DeMuth is a registered investment advisor with Conservative Wealth Management LLC and co-author with Ben Stein of “The Little Book of Alternative Investments” (John Wiley & Sons, 2011). I recently spoke with Phil about ways investors can expand their portfolios beyond stocks and bonds.
Charles Rotblut, CFA
Charles Rotblut (CR): In your book, you argue that the traditional allocation of 60% stocks and 40% bonds has some weaknesses. Can you briefly explain why you think that and what some of those weaknesses are?
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Charles Rotblut, CFA is a vice president at AAII and editor of the AAII Journal. Follow him on Twitter at twitter.com/charlesrotblut.