It's One Portfolio
Published: February 25, 2026
Duration: 45:00
This episode focuses on smart portfolio construction across multiple accounts, using AVGV to complement limited 401(k) options, and why allocation should be viewed holistically. A caller debates stretching into a later target-date fund, prompting a discussion about risk versus actual retirement need. Crypto is challenged as speculation rather than investment. Dividend strategies and bond placement inside Roth IRAs are examined. A muni bond question reinforces the value of patience. The show closes with a humorous but pointed critique of the UFO ETF and broader thematic fund hype.
0:04 AVGE vs. AVGV — why adding global value can offset a 401(k...