Consider the Source: How to Construct Your Portfolio

For listening on the go:

Building a well-constructed investment portfolio is more difficult than ever before. To help investors face this challenge, Omnia Family Wealth’s Chief Investment Officer Alon Ozer recently published a new memo about the roadblocks and solutions to efficient, strong compounding when investing long-term capital. Now, Ozer joins Omnia Family Wealth Co-Founder and Chief Operating Officer Michael Wagner to provide further insight into some of the most effective portfolio construction tactics.

Ozer and Wagner specifically discuss:

• Typical two-asset portfolio construction vs. Omnia’s portfolio construction
• How to build a risk-centered portfolio that can weather any storm
• The importance of having positive convexity in portfolios
• How negative correlation between different assets can be both an advantage and a challenge

Throughout their conversation, Ozer and Wagner emphasize the importance of focusing on what you can control in your portfolio. While it is impossible to control returns, you can control the level of aggregate risk. If you manage the risks, you have a much higher probability of achieving healthy returns.

If you have any questions regarding portfolio construction, please do not hesitate to contact us. We are available via email or phone at (305) 602-9080.

On the go? Listen to this conversation as a podcast, available on Apple Podcasts, Spotify, and Amazon Music.