Episode 2: Correlation, Human Capital, and Your Portfolio
Does a significant portion of your net worth include financial assets tied to the same company or industry where you or your spouse work? If so, then you won’t want to miss this episode of the Red Haven Advisors podcast.
In this episode of the Red Haven Advisors podcast we discuss how diversifying your financial capital and your human capital could strengthen your overall investment portfolio.
Episode 1: The problem with diversified index funds during asset bubbles
In the event of a market downturn, will diversification protect your portfolio?
In this episode of the Red Haven Advisors podcast we discuss why diversified index funds are not immune to a market downturn. We discuss how large cap technology stocks are now a key driver of S&P 500 performance and how their current valuations make many cap weighted index funds a risky bet. Beware of FANGMAN (FB, AAPL, NFLX, GOOG, MSFT, AMZN, NVDA).
Red Haven Advisors - An Overview
Video available here: https://youtu.be/fuTSAcAj7Tk.
This video provides a brief overview of Red Haven Advisors. The discussion includes the firm's background, services, and investment approach.