An Expert’s Guide to Building a Perfect Investment Portfolio

Market Intelligence Analysis

AI-Powered
Why This Matters

A financial expert recommends evaluating individual circumstances to design a tailored investment portfolio, suggesting that the traditional 60/40 portfolio may not be the best approach for everyone.

Market Impact

Market impact analysis based on neutral sentiment with 80% confidence.

Sentiment
Neutral
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Is the conventional 60/40 portfolio still a reliable way to grow your money? On this episode of the Odd Lots podcast, we speak with Cullen Roche, the founder and CIO of Discipline Funds and the author of the new book, Your Perfect Portfolio: The ultimate guide to using the world's most powerful investing strategies. He tells Tracy Alloway and Joe Weisenthal how investors should evaluate their circumstances to optimally design an investment portfolio. (Source: Bloomberg)

Continue Reading
Full article on Bloomberg
Read Full Article
Original article published by Bloomberg on January 25, 2026.
Analysis and insights provided by AnalystMarkets AI.