Show Us Your Portfolio: Bob Elliott

Excess Returns · Feb 29, 2024 · 1h

In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio. We cover the weaknesses of the 60-40 portfolio, the 4 buckets Bob uses as the building blocks for his investment strategy, the benefits of simplicity, how Bob views home ownership, leaving money to children, gardening and a lot more.

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