Broker Check

Podcast Episode 5: Asset Allocation

October 01, 2018
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Thanks for tuning into another episode of The Denver Wealth Podcast. On this episode, Zak is joined by special guest and financial consultant, David Frum, to talk about the importance of asset allocation. Follow us on Twitter: @DenverWealth and subscribe to our podcast on iTunes. We are now on Stitcher as well; check us out there if that is your preferred podcast platform.

What is our stock market philosophy?

What is asset allocation? [0:53]

  • “Don’t put all your eggs in one basket”

Why don’t you continue to put your money into the sectors that are doing really well? [1:22]

  • Investing vs. Gambling

Are international investments good to have in your portfolio right now? [3:29]

What is the difference between developed economies and emerging markets? [3:41]

 Why shouldn’t you just buy stocks that are going up and sell whatever is going down? [6:27]

Why are individual investors so bad at investing? [6:39]

Merrill Lynch Indicator [8:35]

  • “Bank of America Merrill Lynch’s “Bear & Bull” indicator is sending a sell sign, which has been accurate 11 straight times since the firm started tracking it in 2002.” – Jeff Cox, Published Friday, 26 Jan. 2018

“Have an unemotional, systematic approach to investing” [9:38]

 How do bonds fit into asset allocation? [10:16]

Why are emerging markets down? [14:48]

Bonds, emerging markets, and developing economies considered; what’s the next step in regards to asset allocation? [15:35]

“We just hit all-time highs – should we sell?” [18:17]

Ben Carlson’s Blog [19:08]

 As always, thank you for listening! Please subscribe if you haven’t already and follow us on our other media platforms. Let us know if you have any questions, comments, or general feedback – we would love to hear it all!


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.


No strategy assures success or protects against loss.


All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.


The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.


Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.


The information in the links above are being provided strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.