Two Fund vs Three Fund Portfolio

Video Description

I have previously produced videos discussing a very simple two-fund portfolio, which just contains global stocks and bonds. In this video, I explore the concept of a three-fund portfolio and explain why adding a touch more complexity to your portfolio could prove beneficial. Additionally, I take a look at the types of investments that could potentially serve as an effective third fund, and demonstrate their impact on risk and return. 📰 Sign up for our free weekly market roundup to get news and views about what's going on in the stock market and wider economy https://pensioncraft.com/market-roundup/ What Else PensionCraft Offers: 💡 Become a pensioncraft.com member and learn how to be a better investor. To find what we offer and how you can join our friendly community click here https://www.pensioncraft.com/investor-education/membership/ ❓ Book a coaching session with Ramin so he can answer your questions in a one-to-one video call via Zoom: https://pensioncraft.com/power-hour/ 📖 Understand investment in more depth with my online courses https://pensioncraft.com/courses-we-offer/ 🎧Check out our free weekly podcast "Many Happy Returns" on your podcast provider of choice or here https://many-happy-returns.captivate.fm/listen I Use The Following Data Sources To Help Me Create My Videos (Some of these links provide new users with a special offer and may also provide me with a small commission) ✔️Stockopedia - New users of Stockopedia get a special 25% discount on any annual plan if they use this link https://stk.pe/pensioncraft ✔️ Koyfin - New users of Koyfin get 15% off when signing up through this special link https://koyfin.com/?via=pensioncraft ✔️ Sharepad - https://sharescope.co.uk/pensioncraftsp 2nd month free for monthly subscribers & Additional free 13th month for annual subscribers ✔️Cbonds - https://cbonds.com for a high quality and comprehensive source of bond market data Timestamps 00:00 Introduction 00:29 Why Two Funds? 02:01 Why Add Three? 03:19 High Inflation 05:21 Third Fund Candidate 09:15 Allocations 13:29 Variations Where Else You Can Find Me 🌐 Website - https://pensioncraft.com/ 📱 Twitter - https://twitter.com/PensionCraft 👨 Facebook - https://www.facebook.com/pensioncraft/ 🔗 LinkedIn - https://www.linkedin.com/company/pensioncraft Take A Look At Some Of My Other Videos & Playlists 📹 Investment Strategies playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7Tci3mKU21drdoRFoNmIVbDd 📹 Income Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TefjPM8ZotkcoSaDavq3Mvw 📹 Investing With Vanguard playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TfMV4S_51E_zmbMio4UNBtM 📹 Portfolio Building Blocks playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TdRdp-hLnL5oxsaRjJZVSyn DISCLAIMER All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.