“He explained… that your asset allocation accounts for 90% of your investment success returns”

Tony Robbins Podcast Daily · Tony Robbins Holy Grail of Investing Book: Build Your Wealth NOW!

Play from 5:22
5:22

Audio streams from the publisher’s own feed. Verbatim does not host or copy it.

What was described

Quote David Swenson on asset allocation’s impact

Asset allocation accounts for 90% of investment success returns

Said nearby on the same subject

“Total Fund Management… combine our asset allocation function with our treasury function. Asset allocation is what you want to buy. Treasury is how do you pay for it.”
OP
Ontario Teachers Pension Plan
Capital Allocators - Inside the Institutional Investment Industry ·
Why it worked Share this moment
“We manage multi-asset portfolios… strategic asset allocation of 30% currency hedged… based on a view that the Australian dollar is probably about fair value”
♫
Said on Equity Mates Investing Podcast
Why it worked 30% allocation Share this moment
“Baby boom population controls close to 50 to 60% of the wealth ... asset allocation ... close to 70, 75% stocks”
BK
Brij Khurana
Alpha Exchange ·
Hard number 50-60% of wealth; 70-75% stocks allocation Share this moment
“The metaphor of this funny sloth mascot that we have. In the US asset allocation portfolios are wonderful, but they're very slow.”
AB
Andrew Beer
Top Traders Unplugged ·
Why it worked Share this moment

Moments like this, every Monday

The strongest new moments on your topics, in the speakers' own words. Free for three topics.

No card. No password. One-click unsubscribe.

Track a competitor?

Pro watches up to 25 names or phrases and emails you the morning after they are said.

See Pro, $29 a month

Verbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.