Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investment Since 2014 Host Charley Wright has interviewed CEO‘s, Chief Investment Officers, Portfolio Managers, Authors, Newsletter Writers, Economists, et al, all on the subject of ”Alternative Investments” - Equities, Private Credit, Real Estate, Tactical investment Strategies, Commodities and Metals, Unique Investment Strategies, Opportunity Zones, Defined Outcome Strategies, Disruptive Innovation Strategies, et al.
Episodes
Monday Jan 14, 2019
The 90/10 Portfolio - Measured Risk Portfolios - with Bernard Surovsky
Monday Jan 14, 2019
Monday Jan 14, 2019
Bernard, co-founder and Chief Investment Officer, discusses their unique strategy to mitigate risk while seeking to benefit from capital growth. Focusing on mitigating the downside risk, the 90/10 strategy applies 90% of the portfolio very safe, short maturity fixed income for maximum safety and applies 10% to higher risk positions. Hence, only 10% is at risk, using Call Options to maximize potential return. This is a very interesting approach to investing that is quite unique in the marketplace that most investors will find to be very interesting.
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