Adding gold and real estate exposure to the traditional portfolio construction mix.
Value Stock Geek, well known on the Twittersphere as @ValueStockGeek, joins the podcast to discuss his concept of the “weird portfolio.”
This portfolio allocates to gold and real estate as well as stocks and Treasuries.
The guest also revisits his prediction from his first visit to the podcast last year, when he said retail stocks were undervalued.
The paper explaining this concept in more detail can be read in its entirety here.