The Rules of Investing · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its place
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Eliminate predetermined asset-class allocations; require investment teams to search for the highest risk-adjusted returns and build the portfolio by comparing ideas A vs B
“Our portfolio analysis since 2023 suggests a diversified APEC fixed income portfolio could target a 7.5% return with a vol of roughly 4%, depending on allocation constraint.”
“The undefeated heavyweight champion of the world is do nothing… continue to allocate resources towards the things that are getting us the highest return.”
“He explained… that your asset allocation accounts for 90% of your investment success returns”
“They would then allocate and rebalance the portfolio… lower transaction costs… if you're on a platform that charges transaction fees and you're investing in seven different investments, that's a fairly significant cost.”
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