JEPI - How To Build A 6%-Yielding All-Weather Portfolio
2024-02-09 04:30:08 ET
Summary
- Billionaire investor Ray Dalio's All-Weather Portfolio is known for providing remarkably stable portfolio performance in virtually every economic scenario.
- However, its yield is abysmally low, making it a poor choice for income-oriented investors.
- We provide a modified version of this portfolio to greatly increase its yield without increasing volatility much at all.
Billionaire hedge fund tycoon and founder of Bridgewater Associates, Ray Dalio, designed the All-Weather Portfolio to serve as a model for how investors can achieve remarkable portfolio performance stability across all sorts of macroeconomic environments. He accomplishes this by diversifying the portfolio across asset classes so that regardless of whether the economy is in expansion or contraction, inflation or deflation, investor principal should be experiencing either minimal losses or even increasing over time....
How To Build A 6%-Yielding All-Weather Portfolio