Securities Portion

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Securities Portion, every show

Ellis: Portfolio design must incorporate human capital earning power and Social Security
“Any family, any individual who's trying to think what their portfolio should be, and put their blinkers on, and just look at the securities portion, is in my view, making a mistake of excluding other factors that really make a difference.”
Charlie Ellis May 31, 2021 ▶ 48:55 Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197)

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