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Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds

Posted December 27, 2023 at 10:30 am
Validea Capital Management

This episode is the first part II our Show Us Your Portfolio series. When we originally spoke to Larry Swedroe, we were very intrigued by his use of illiquid alternatives within his portfolio. But we didn’t have time in the original interview to dig into the details of his strategy and the individual components of it. In this interview, we correct that. We discuss Larry’s overall view of alternatives, the unique sources of risk he uses within his portfolio and how he combines them together to build an optimal portfolio.

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Originally Posted December 21, 2023 – Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds

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Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading futures, please read the CFTC Risk Disclosure. A copy and additional information are available at ibkr.com.

Disclosure: Alternative Investments

Alternative investments can be highly illiquid, are speculative and may not be suitable for all investors. Investing in Alternative investments is only intended for experienced and sophisticated investors who have a high risk tolerance. Investors should carefully review and consider potential risks before investing. Significant risks may include but are not limited to the loss of all or a portion of an investment due to leverage; lack of liquidity; volatility of returns; restrictions on transferring of interests in a fund; lower diversification; complex tax structures; reduced regulation and higher fees.

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