Why I’ve Switched to a 60/40 Portfolio

For years, my core portfolio was as simple as it gets: one global equity fund, 100% invested in the stock market. It worked brilliantly, great returns, steady investing, and I hit my number. And that’s exactly why I changed it!

In this video, I explain why I’ve switched to a 60/40 portfolio, what changed in my thinking, and why the most important investing decision isn’t about maximising returns—but about choosing the right level of risk for where you are in life.

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Timestamps
00:00 Introduction
00:50 Why One Global Equity Fund?
02:41 Don’t Copy My Portfolio
03:38 Why I Changed To Two Funds
06:32 History - Four Phases
13:15 Which Two Funds?
15:44 Broader Lessons

Where Else You Can Find Me
🌐 Website - https://pensioncraft.com/
📱 Twitter -   / pensioncraft  
👨 Facebook -   / pensioncraft  
🔗 LinkedIn -   / pensioncraft  

Take A Look At Some Of My Other Videos
📹 Investment For Beginners playlist
   • Investing for Beginners  
📹 Investing For Retirement playlist    • Investing for Retirement  
📹Investing With Vanguard playlist    • Investing with Vanguard  
📹 Portfolio Building Blocks playlist    • Portfolio Building Blocks  

DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

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