FREE Investment Strategy Videos

Billionaire Bill Ackman recently suggested a "safe" portfolio for investors over 70, featuring TIPS, REITs, and Corporate Bonds. But does the data actually support his claims? In this video, we backtest the Ackman Seniors Portfolio against a "New Kid in Town" alternative that has generated higher returns with significantly less drawdown risk.

In this video, you will learn:

  • Why "safe" assets like TIPS and REITs might be dragging down your retirement income.

  • The hidden risks of managing individual corporate bond ladders.

  • A revealed "New Kid" strategy (50% FBALX / 50% Conservative Fixed Income) that beats the billionaire model.

  • How to implement a Bucket Investing approach for true peace of mind.

A Better Retirement Portfolio - Beating Ackman with Less Risk

Many investors believe they can outsmart the market by picking their own securities, but when industry giants like General Motors face bankruptcy, the lack of diversification can wipe out a retirement portfolio overnight. I break down the hidden dangers of "concentration risk" and explain why Bond ETFs (Exchange Traded Funds) are the superior choice for 99% of individual investors. Learn how to protect your capital, reduce volatility, and sleep better at night by switching to a diversified bond strategy.

Is picking individual corporate bonds worth the risk? In this video, I share a personal story from the early 2000s involving GMAC bonds and why that "close call" taught me the most important lesson in fixed-income investing: Diversification is King.

Picking Individual Securities - Why Bother?