Having a broadly diversified portfolio of high-quality stocks in various sectors to withstand any kind of market is an easy concept to grasp but difficult to execute. If everyone could do it, everyone would beat the market. Zachary Curry, President and Portfolio Manager at Davis Rea Investment Counsel, walks you through how to high grade a portfolio, avoid firms with high fixed costs, and defend your returns in a more contemporary way than the traditional 60/40 stock and bond mix.
Zachary Curry on BNN Bloomberg’s Market Call – Full Episode
The 60/40 Portfolio is Dead. Here’s What Will Replace It – from Barron’s
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Q4 Strategy Outlook: “Post-Pandemic Regime Shift”