Legendary global investor Bill Wilby exclusively shares his current retirement portfolio strategy

[@philiplewis7252]

What a superb interview! A charming host,and equally charming and insightful expert. Mr Wilby has an exceptionally genuine and generous way of giving his opinion and advice. Thank you for sharing. My kindest regards and best wishes.

[@ggttuuxx]

When the guest is wise, frank, and so willing to share his thinking, it's a great show. Bill Wilby is a wonderful guest.

[@frankagliotti3626]

Dear Consuelo, as always thank you for the exceptional Investors and thought leaders in the investment industry. Bill Wilby is a seasoned Investment Professional - legend.

[@i-postm4943]

Please hire someone to get rid of all the spam in the Comments sections. It detracts from the good interviews.

[@michaelswami]

My favorite show, my favorite host, and a tremendous guest.

[@drdontpassone8164]

1st class show, as usual

[@repriser9876]

He is the best, leader, mentor, teacher, shining star of retiree. I have exhausted my words. I have a 80-20 strategy, he has 70-30. I did move equity between US and emerging market in the lost decade period. I don't do any private equity because too much is not disclosed to the public. We are all in the same economy so will be affected by unknown should something happens. This is the best interview person you had, and he has no interest of conflicts giving investment advices comparing to those who runs sector funds definitely eager to sell their pozi.. ❤ Visionaries see the same view.

[@mikeflair6800]

97-3 for me. ETF's like Vanguard VTI. I am going for the gold haha!

[@repriser9876]

@@mikeflair6800 you won't have cash to buy low. You know how much cash WB keeps. That is why he is WB.

[@grc7231]

Thank you for posting this interview.

[@abegrooms621]

This is my grandpa!!!! Love you pops

[@johnmerlino7011]

What a great interview!

[@jamesmorris913]

I just looked up MFS Diversified Fund, and yes; it's "steady Eddie", BUT; it has a 5.75% front-end load, AND; a 1.08% annual expense ratio..YIKES! I can only imagine what Jack Bogle would have to say about that one!

[@marvinphillips1326]

Always enjoy watching the guests you interview. 👍

[@amatuer2]

The problem with private equity is there is no regulation. Worrisome .

[@oneshot2g]

we have low interest rates for far too long. higher interest rates will act as a correction mechanism.

[@richardkelly4667]

Private equity and private debt investing is is usually limited to high net worth individuals, aka accredited investors, who are thought to be more sophisticated investors and thus in less need of regulatory protections. Private investing relies on master partners/ limited partners structures, which favors the master partners. It is a form of investing that relies very much on the good faith of the people who serve as master partners.

[@amatuer2]

@@richardkelly4667 Thank you for your thorough explanation.

[@PH-dm8ew]

just one of those WOW moments for me listening to this. What is the fix to this private money issue?

[@zzd7ry]

It was hilarious to see Bill Wilby describe HDFC as a small time S&L company. The company has evolved over the last 30 years to be a full fledged bank with a market cap of USD 155B and growing, if it grows at its historical rate I am certain it will exceed Bank of America some day and may be JP Morgan too. It is 10th largest bank in the world by market cap and largest private bank in India in terms of assets. But the key lesson I see is if you buy companies run by great managers in a space that has a long run way you can invest and forget about it. I am certain Bill has not listened to earnings call of HDFC for quiet some time.

[@Marnel12-b3l]

Recently, I've been pondering retirement. I've also want to put $300K into the stock market but i need an approach that will align with my risk tolerance and financial goals to secure our future

[@krumw2]

Thanks!

[@Kaustavpatell]

As a soon-to-be retiree, keeping my 401k on track after a bumpy 2022 is a high goal. I've read about investors generating up to $250k ROI in this present sinking market; any suggestions for increasing my ROI before retirement would be greatly appreciated.

[@Vanguard-c1u]

Wisdom!

[@ltserge3226]

this is a good boomer show

[@selma5885]

Did I hear him correctly to not invest in stocks right now?

[@jameswood9772]

I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio of $450k dwindle away is such an eye -sore.

[@johnlennon232]

there are tons of cool stocks in different industries to watch. You don't have to act on every forecast. I suggest teaming up with a financial adviser who can help you pick the right times to buy and sell the stocks or ETFs you're eyeing. They can give you some solid advice to make smart moves

[@richardwhite1120]

The best approach is to buy stocks that will double in the next few months and then sell them.

[@ashpatel2505]

Total Market and S&P 500 index investments are ideal and one doesn’t even need international funds. 41% of the revenue generated by S&P 500 companies comes from international markets. The largest individual countries by total revenue percentage are China (4.3%), Japan (2.6%), and the UK (2.5%)

[@w3s77]

Private Equity is garbage. Sarbanes-Oxley ruined the public markets, why firms are going private, being bought by leveraged PE firms and gutted for short-term profit. Good for PE firms, but terrible for everyone else.

[@richardkelly4667]

There was a time when privately held companies (not talking about private equity here) were thought to be superior performers in their respective sectors. Such companies are shielded from the political (e.g., DEI) and financial pressures (e.g., proxy fights) that beset publicly traded firms. Maybe companies are/will be seeing the advantages of staying private.

[@flyingjeff1984]

So, you’re saying there’s trillions in “dry powder” yet PE is taking on debt? Sounds fishy.

[@mikeflair6800]

You do not need international stocks. The S&P 500 is about 40% international, when you look at the geography of sales. Invest in innovation, and you cannot go wrong.

[@ashpatel2505]

Absolutely right. Additionally, S&P 500 index has returned 178% over the last ten years!

[@nigelhard1519]

The American obsession with money is infinite.

[@rosaoddin4338]

Seems universal to me, across countries, all peoples

[@nigelhard1519]

There is a difference between people being worried about having enough and accumulating as much as you can. Look at the absurd pay differentials in the US. But anyway otherwise the discussion here seems reasonable.

[@Spacer1546]

He said he owns NO bonds!!

[@thane816]

All the recommendations are paper assets.

[@Mostly_bad]

Holding cash not bonds? As the fed eases? Uh okay….

[@dassa0069]

Gold is the only money you can trust. All else is credit.

[@harism2001]

In short. Stay away for now.

[@leevillafane]

Didn't Oppenheimer get bought out by Franklin(BEN) resources? You should ask him about that. I could be wrong. Still, I've always liked your interviews Consuelo. He's right about the portfolio construction for today's market! I miss Jack Bogle, his insights! Young investors could learn a thing or two from this guy. God bless,

[@abegrooms621]

He was out of oppenheimer before they were bought up.

[@scipioafricanus4875]

Thanks!

[@Kaustavpatell]

As a soon-to-be retiree, keeping my 401k on track after a bumpy 2022 is a high goal. I've read about investors generating up to $250k ROI in this present sinking market; any suggestions for increasing my ROI before retirement would be greatly appreciated.