Alternative Investing Strategies Despite Market Volatility


In today’s episode, Kate talks AlphaCore Wealth Advisory CEO Dick Pfister on alternative investment strategies. Too often, investors believe that just adding a few commodities or REITs is the answer to portfolio diversification. However, in this interview, Dick shares top-down portfolio building ideas that offer diversification to generate returns despite market volatility.
How Dick hopes to demystify alternatives for the individual investor
Active investing is dead, as many articles have said?
What are the different alternative strategies? These are not necessarily the values ​​you often hear.
Where do gold and precious metals fit in as an alternative to long stocks?
What alternative asset classes are good inflation hedges?
How can long-short equity strategies serve to diversify a portfolio?
Why Dick works with a philosophy of, “If you’ve reached the finish line, you don’t want to go back to the 20-yard line.”
The four cubes Dick assigns to long-term stocks, long-term fixed income, long-term alternative asset classes, and assets
alternative strategies
After the decline of technology and the recovery of value, where does Dick now see an opportunity?
What big, established semiconductor name does Dick have in his portfolio and thinks he’s ready for real growth?
What financial stocks do you think Dick has potential because of his diverse business?
What rather unlikely move by the Fed could lead to a rise in short-term fixed income?
Need to dump your fixed income right now while still having a lower income?
What sector of the fixed income market does Dick see now?
How can the “illiquidity premium” benefit investors?
Actions mentioned in this episode:
Qualcomm (QCOM)
Blackstone (BX)
Apollo Global Management (APO)
AlphaCore Wealth Advisory



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