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Why the 60/40 Portfolio Is Failing & What to Own Instead | Brett Rentmeester

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Manage episode 482300680 series 2964597
Content provided by Wealthion. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wealthion or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Brett Rentmeester, founder of Windrock Wealth Management, says the classic 60/40 portfolio may be dangerously outdated, and it’s time to look into alternative investments to protect your wealth. In this conversation with Maggie Lake, he explains why investors must rethink diversification as we enter a new era of higher inflation, rising interest rates, and currency uncertainty. This isn’t about abandoning traditional assets but about complementing them with smarter, more resilient strategies.

You’ll learn:

  • Why future returns from stocks and bonds could disappoint
  • How to defend your purchasing power, not just grow your portfolio balance
  • 3 essential “crisis-resilient” assets Brett recommends for long-term safety
  • The role of farmland, gold, silver, and Bitcoin in protecting wealth
  • Where the real growth is: private lending, venture capital, and innovation-driven opportunities
  • How tokenization could unlock liquidity in traditionally illiquid investments

Chapters:
0:43 - What Does True Diversification Really Mean?

2:20 - Are We Entering a Double-Drawdown Era for Stocks and Bonds?

4:28 - Inflation vs. Interest: Are Savers Still Losing Ground?

6:03 - Is Shifting into Defensive Stocks and Bonds Enough?

8:26 - Beyond 60/40: Which Alternatives Make Sense Now?

10:43 - Are Alternative Investments Actually Safer Than They Seem?

12:00 - Can Alternatives Deliver Both Safety and Upside?

14:23 - How Much Illiquidity Can Your Portfolio Handle?

17:32 - How Big Should Your Alternatives Allocation Be?

19:13 - What Risk Profile Fits Crypto and Tokenized Assets?

Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3GP9ufH

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Finance #Investing #MacroInvesting #AlternativeInvestments #InflationProtection #Gold #Bitcoin #Farmland #AssetAllocation #InterestRates #PortfolioStrategy #FinancialFreedom #Bonds #Stocks

________________________________________________________________________

IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1016 episodes

Artwork
iconShare
 
Manage episode 482300680 series 2964597
Content provided by Wealthion. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wealthion or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Brett Rentmeester, founder of Windrock Wealth Management, says the classic 60/40 portfolio may be dangerously outdated, and it’s time to look into alternative investments to protect your wealth. In this conversation with Maggie Lake, he explains why investors must rethink diversification as we enter a new era of higher inflation, rising interest rates, and currency uncertainty. This isn’t about abandoning traditional assets but about complementing them with smarter, more resilient strategies.

You’ll learn:

  • Why future returns from stocks and bonds could disappoint
  • How to defend your purchasing power, not just grow your portfolio balance
  • 3 essential “crisis-resilient” assets Brett recommends for long-term safety
  • The role of farmland, gold, silver, and Bitcoin in protecting wealth
  • Where the real growth is: private lending, venture capital, and innovation-driven opportunities
  • How tokenization could unlock liquidity in traditionally illiquid investments

Chapters:
0:43 - What Does True Diversification Really Mean?

2:20 - Are We Entering a Double-Drawdown Era for Stocks and Bonds?

4:28 - Inflation vs. Interest: Are Savers Still Losing Ground?

6:03 - Is Shifting into Defensive Stocks and Bonds Enough?

8:26 - Beyond 60/40: Which Alternatives Make Sense Now?

10:43 - Are Alternative Investments Actually Safer Than They Seem?

12:00 - Can Alternatives Deliver Both Safety and Upside?

14:23 - How Much Illiquidity Can Your Portfolio Handle?

17:32 - How Big Should Your Alternatives Allocation Be?

19:13 - What Risk Profile Fits Crypto and Tokenized Assets?

Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3GP9ufH

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Finance #Investing #MacroInvesting #AlternativeInvestments #InflationProtection #Gold #Bitcoin #Farmland #AssetAllocation #InterestRates #PortfolioStrategy #FinancialFreedom #Bonds #Stocks

________________________________________________________________________

IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1016 episodes

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