securities portion

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 31, 2021 by Charlie Ellis · across every show →

Everything said about securities portion, oldest first

May 31, 2021 neutral
Insight
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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