Consider the Source

By: Michael Wagner
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  • Summary

  • Hosted by Omnia Co-Founder and Forbes top-ranked advisor Michael Wagner, this podcast is created for business professionals, entrepreneurs and families of significant wealth.
    2021, Omnia Family Wealth
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Economics Leadership Personal Finance Politics & Government
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Episodes
  • How to Construct Your Portfolio with Alon Ozer

    How to Construct Your Portfolio with Alon Ozer
    Oct 27 2021

    Ozer and Wagner specifically discuss:

    • Typical two-asset portfolio construction vs. Omnia’s portfolio construction
    •  How to build a risk-centered portfolio that can weather any storm
    • The importance of having positive convexity in portfolios
    • How negative correlation between different assets can be both an advantage and a challenge

    Throughout their conversation, Ozer and Wagner emphasize the importance of focusing on what you can control in your portfolio. While it is impossible to control returns, you can control the level of aggregate risk. If you manage the risks, you have a much higher probability of achieving healthy returns.

    If you have any questions regarding portfolio construction, please do not hesitate to contact us. We are available via email or phone at (305) 602-9080.
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    15 mins

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