$13 MILLION Stock Market Portfolio REVIEW - Stocks and Bonds!

A month or something ago I was contacted by an investor that just set up a stock market and fixed income portfolio with an investment bank. He told them that his risk tolerance is minimal and that he would like some capital appreciation in the long term. He asked me to review the portfolio and investment strategy. 0:00 Intro 1:35 Portfolio structure 2:30 US equity 5:18 Diversification issue 7:40 Fund behavior 10:49 International stocks 12:50 Fixed income 14:45 Investment strategy Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) I am also a book author: Modern Value Investing book: amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: www.youtube.com/c/InvestwithSvenCarlinPhD Like Modern Value Investing Facebook page: www.facebook.com/CarlinSven