Investing for a Successful Retirement - do this and enjoy life

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In retirement you need more risk off assets such as short term UK Government Bonds, a money market fund or a high interest account. This is so that you are never a forced seller of equities. Alongside this you will have risk on assets such as a global tracker or the S&P 500. If equities are strong, fund your retirement from the risk on asset and if they are weak, use the risk off asset.

Chapters
00:00 Dollar Cost Ravaging sell more if the stock market is falling
01:01 Risk off assets vs Risk On Assets
01:47 Your portfolio as a set of golf clubs
03:09 Simplify your portfolio - stocks have the greatest long term returns
03:53 Satellite funds - more of a long term play, might be more volatile
04:42 Are there superior assets? what about value, small cap, emerging markets?
05:38 Why you need a wealth plan
07:20 Global tracker provides above average performance
08:09 Not many active funds beat their passive equivalents
09:04 Types of investment risk - don't be worried by volatility
11:23 Sequence of returns risk
12:09 Income portfolios
13:11 Bond funds - mixed duration complicates this asset
14:17 Multi asset funds
15:25 How to invest for a successful retirement

Видео Investing for a Successful Retirement - do this and enjoy life канала Ian Shadrack - Investing