Don't rely on past performance

Rob Isbitts talks portfolio strategies, why he combines offense and defense and why he's not a fan of the 60-40 approach (1:10). International markets and ETFs (13:47). Too much focus on stock picks and past performance (19:40).

Show Notes:
My Top 3 YARP Stocks Right Now (Yield At A Reasonable Price)
Embracing The Mania And Yield At A Reasonable Price
IZRL: Long-Term Comeback Candidate, Strong Buy
Seeking Alpha's Quant Performance
The Key To Investing Success Is Being Wrong A Lot

Episode transcripts

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