I Was 100% in a Global Index Fund Until I Realised This
Ramin Nakisa from PensionCraft is back. Like me he’s spent years explaining why investing 100% in global equities works. But recently, he changed his portfolio, cutting his exposure by almost half. What changed? And what might make him change his mind again 🤝 Get personal help with your money from our AI Sorry, the retirement features aren’t quite ready yet (we had to keep that ending!) but you can still get help from our AI here: https://makingmoney.email/AI 🎉 Sponsors Vanta - Get your company secure and compliant: https://vanta.com/makingmoney Xero accountancy software - get 90% off for 6 months: https://referrals.xero.com/makingmoney - If you purchase a product or service using one of the links above, we may receive a commission. There will be no additional charge for you. Remember investments can fall and rise - and past performance is no guarantee of future results. Other fees may apply. Your money is at risk. This is not financial advice. The reason it’s not financial advice is because it’s not tailored to you. We explain the principles of building wealth but if you want personalised advice, it’s worth speaking to a financial advisor. As with everything financial, please do your own research. We really encourage that because no one cares more about your money than you and if you learn the basics then it will change your life. Chapters: 00:00 - Why 100% Equities? 07:01 - Why Change? 13:47 - The Number 18:52 - Vanta ad 20:05 - 60/40 25:06 - Bad For Bonds And Stocks 29:50 - Money Market Funds 36:22 - Xero ad 37:37 - When To Switch 44:20 - Should YOU Be 100% Equities? 51:09 - Drawdown 59:58 - Is It Boring Now?

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