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How Regular Investors Should Think About Alternatives to Stocks and Bonds

Posted May 17, 2023
Validea Capital Management

With inflation on the rise and the 60-40 stock and bond portfolio coming off one of its worst years ever, many investors are looking for alternatives. In our Show Us Your Portfolio series, we have looked at many strategies that go beyond stocks and bonds and the investors who manage their personal portfolios with them have made a compelling case for why they make sense. But they can also be complex and challenging to understand for many investors.

In this episode, we asked Matt to give us a financial planning perspective on alternative strategies from the perspective of the clients who utilize them. We discuss the pros and cons of these strategies, how to analyze them and the importance of knowing yourself when considering them.

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Originally Posted May 15, 2023 – How Regular Investors Should Think About Alternatives to Stocks and Bonds

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Information posted on IBKR Campus that is provided by third-parties does NOT constitute a recommendation that you should contract for the services of that third party. Third-party participants who contribute to IBKR Campus are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

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