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Take control of your financial destiny with great insights, tips and advice from Senior Financial Planners Rob McClelland and Mike Connon at The McClelland Financial Group of Assante Capital Management Ltd.
Episodes
Thursday Jun 01, 2023
Thursday Jun 01, 2023
Who wouldn't like a little more cash flow in their retirement plan? Today on ThinkSmart Senior Financial Advisors Rob McClelland and Mike Connon take you through the various portfolio strategies; increasing either growth or equities in your portfolio to increase your overall returns.
Key points:
(01:03): What is the Monte Carlo analysis?
(01:41): What is the makeup of different investment portfolios?
(03:35): 60/40 investment portfolio
(04:47): The 50/50 investment portfolio
(07:11): Let’s look at the 70/30 portfolio
(08:21): The 80/20 portfolio can be a bit volatile
(10:00): The 90/10 investment portfolio
(11:09): Cash cushion
(12:03): The bond market
(01:03): What is the Monte Carlo analysis?
(01:41): What is the makeup of different investment portfolios?
(03:35): 60/40 investment portfolio
(04:47): The 50/50 investment portfolio
(07:11): Let’s look at the 70/30 portfolio
(08:21): The 80/20 portfolio can be a bit volatile
(10:00): The 90/10 investment portfolio
(11:09): Cash cushion
(12:03): The bond market
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