Episode 83 - Is the Traditional 60/40 Portfolio Good Enough?

Traditional investment has been practiced for quite a few generations of investors now and has been largely successful and reliable. However, the current evolution of technology and market trends has produced more asset classes that could call into question that reliability. Is the traditional portfolio good enough, or could we be missing out on opportunities here?

Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Drew Spaventa of The Spaventa Group (TSG), about traditional investment portfolio versus alternative investments. Learn how TSG helps investors through sound financial planning, seeing through the hype, and promoting financial education and awareness for their clients. 

Here’s what you will expect in this episode:
 Drew's background: From a stockbroker to launching TSG
 On Alternative Investments
 Disadavantages of the 60/40 Portfolio
 On diversification of assets and more options for investors
 How alternative investment industry changed?
 On educating people about asset classes and financial strategies
 Technology in investing.
 How TSG provides investment opportunities
 Chasing an idea vs chasing the team behind it.
 Process of vetting potential opportunities
 Utilizing a network to get access to financials.
 On red flags and dealbreakers
 On company valuation and growth
 Projected trends in the next 5-10 years
 On retail investment, liquidity and short-term mindsets.
 On clarifying liquidity with clients.
 On inflation, financial planning, and putting money to work.
 On TSG subsidiaries focusing on specifics

About Drew Spaventa:

Drew Spaventa is the fearless founder and CEO of The Spaventa Group (“TSG”). After over a decade in finance as an investment manager, managing director, and fund manager, Drew decided to achieve his vision of creating an “investment firm of tomorrow”, and thus TSG was born. Drew is currently a member of the Forbes Finance Council and regularly appears on top podcasts.

Drew Spaventa Links:

Website: www.tsginvest.com
Facebook: www.facebook.com/tsginvest/
Twitter: twitter.com/tsginvest
LinkedIn: www.linkedin.com/company/tsginvest
IG: @tsginvest

Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index