Deconstructing Modern Portfolio Theory to Build Better Investment Portfolios with Miguel Sosa
Between Now and Success
English - January 13, 2023 15:29 - 25 minutes - 22.1 MB - ★★★★★ - 104 ratingsInvesting Business adviser business career coaching entrepreneur financialadvisor investing marketing small success Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: A Guide to Private Credit Alternative Investments with John Christmas
Miguel Sosa is a research and product strategist at Bluerock Capital Markets, which has $15 billion in AUM.
At the 2022 CAIS Alternative Investment Summit in Beverly Hills, Miguel and I discussed a paper he wrote on Advanced Diversification, where he used modern portfolio theory to deconstruct the three elements of diversification to quantify the benefits of each of those elements. We then discussed how to apply those three elements to build a more efficient portfolio. We get a little technical in this one but I think you’ll really appreciate how this type of knowledge can help you build higher performing risk-adjusted portfolios.