Date
Summary
Richard Saperstein Appears on ‘Wall Street Wrap Up’ - Asset Allocation and Diversification of Portfolio
Source
WYES-TV (PBS, New Orleans, La.)

Name: WYES-TV (PBS, New Orleans, La.)

URL: https://www.wyes.org/

Show
Persons
Richard Saperstein

Name: Richard Saperstein

Employment: Treasury Partners

Position: Founder and Chief Investment Officer

Event
Event location
Link
Uploaded
12/04/2023 01:53 pm
Owner
Type
Video
Format
MP4 (1280x720) Use clipper to adjust file type
Duration
0:02:37
Views
12
Purchases
0
Social views
0
Transcript
I know I get ░░░░░░░░ and and people ask ░░░░░░░░ write me about who ░░░░░░░░ to invest into the ░░░░░░░░ artificial intelligence so I ░░░░░░░░ like let s say ░░░░░░░░ clients and say Richard ░░░░░░░░ want to get involved ░░░░░░░░ something like this what ░░░░░░░░ you tell them well ░░░░░░░░ discussions are really about ░░░░░░░░ asset allocation and you ░░░░░░░░ that s one of ░░░░░░░░ larger drivers of returns ░░░░░░░░ so if clients have ░░░░░░░░ proper asset allocations they ░░░░░░░░ certainly have a portion ░░░░░░░░ their Equity sleeve in ░░░░░░░░ cap Tech and benefit ░░░░░░░░ any developments in AI ░░░░░░░░ to go out and ░░░░░░░░ uh randomly take a ░░░░░░░░ and commit a proportion ░░░░░░░░ uh one particular sector ░░░░░░░░ one particular technology uh ░░░░░░░░ raises the the vol ░░░░░░░░ and the risk of ░░░░░░░░ a portfolio and for ░░░░░░░░ of Treasury Partners where ░░░░░░░░ return of capital is ░░░░░░░░ important than the return ░░░░░░░░ Capital we focus on ░░░░░░░░ allocation and proper portfolio ░░░░░░░░ let s talk about ░░░░░░░░ allocation and let s ░░░░░░░░ diversification I would imagine ░░░░░░░░ rather than let s ░░░░░░░░ unless you get an ░░░░░░░░ or you sell maybe ░░░░░░░░ piece of property and ░░░░░░░░ a one lump sum ░░░░░░░░ average investor would have ░░░░░░░░ coming in from their ░░░░░░░░ paycheck or monthly savings ░░░░░░░░ maybe their annual savings ░░░░░░░░ do you have a ░░░░░░░░ preference of let s ░░░░░░░░ diversification would you prefer ░░░░░░░░ a client or an ░░░░░░░░ add to an already ░░░░░░░░ investment or diversify more ░░░░░░░░ other areas it depends ░░░░░░░░ how well Diversified the ░░░░░░░░ is so we utilize ░░░░░░░░ threedimensional portfolio with stocks ░░░░░░░░ and heads or alternative ░░░░░░░░ and clients should look ░░░░░░░░ the Historical returns of ░░░░░░░░ different sectors the risk ░░░░░░░░ the volatility and assemble ░░░░░░░░ portfolio of either one ░░░░░░░░ or three of those ░░░░░░░░ sleeves now if clients ░░░░░░░░ incremental money and an ░░░░░░░░ asset allocation that they ░░░░░░░░ comfortable with they would ░░░░░░░░ across three sleeves if ░░░░░░░░ are underweight in a ░░░░░░░░ uh sector or don ░░░░░░░░ have exposure to one ░░░░░░░░ sleeve they would want ░░░░░░░░ start building in that sleeve
To view this clip's transcript, log into your Grabien account.