Why Your Portfolio Needs Diversification
The episode touches on bond allocation, the trade-off between mortgage paydown and bond purchases, and international diversification with currency risk, all of which can come up in client conversations. The housing discussion may also be relevant for advisers fielding questions about home prices and higher mortgage rates.
Summary
By the bonds & fixed income deskOn episode 245 of Ask The Compound, Ben Carlson and Duncan Hill answer five listener questions covering investing, bonds, housing and personal finance. The episode includes why Ben bought bonds for the first time in his career, whether paying down a high-interest mortgage beats buying bonds, and why home prices have not crashed despite higher mortgage rates. It also covers home country bias in international investing, currency fluctuation risks, and Ben's money advice for a 13-year-old starting to invest.
- Ben Carlson explains why he bought bonds for the first time in his career.
- The hosts discuss whether paying down a high-interest mortgage beats buying bonds.
- They address why home prices haven't crashed despite higher mortgage rates.
- The episode covers home country bias, currency fluctuations, and money advice for a 13-year-old.
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