Diversification, Explained in Ice Cream

Retirement Talk Podcast with Laura Stover

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1+ y ago 27:21

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Diversification is a risk management strategy that mixes a wide variety of investments within a portfolio. We’d venture to guess that everyone who is listening to this podcast is very familiar with this concept, but it often gets confused with asset allocation.

In this episode, Laura Stover, RFC® and Michael Wallin, CFP® will unpack diversification on this show and do so using the analogy of ice cream. We all crave this balance within our investments but you don’t want to over-indulge and reduce the effectiveness of what you’re trying to accomplish.

All investors have to accept the idea of risk regardless of how conservative their portfolio might be, so proper diversification can help prevent too much exposure to any single type of asset or risk. Find out if you’re diversified and learn more about how we help build this into our clients’ portfolios.

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Timestamps (show notes):

5:42 – How do you know if you’re diversified?

10:44 – Why a portfolio might not reflect the returns of the market.

14:53 – Reviewing portfolios and rebalancing investments

19:35 – Is the market the most efficient way to create income?

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