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.
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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.