The Long View Cullen Roche: What Tariffs Mean for Your Portfolio
11 snips
Apr 22, 2025 Cullen Roche, founder of the Discipline Funds and author of 'Pragmatic Capitalism,' returns with insightful perspectives on tariffs and their effects on investment portfolios. He critiques U.S. tariff policies, highlighting misconceptions around trade and job loss. The discussion shifts to the importance of long-term strategies and global diversification to manage risks. Roche also teases his upcoming book, 'Your Perfect Portfolio,' aimed at helping individuals develop personalized investment strategies tailored to their goals.
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Stocks As 18-Year Investments
- Long term expected real return of equities is 6-7%, based on historical averages and risk metric analysis.
- Viewing stocks as long-duration instruments helps frame realistic investment timelines and manage expectations.
Stay The Course Or Tilt Portfolio
- Avoid trying to time the market due to unpredictable short-term volatility.
- Adjust portfolio if uncomfortable with risk to avoid panic selling during turbulent times.
San Diego Earthquake Experience
- During a big San Diego earthquake, Cullen Roche received phone alerts to take cover immediately.
- This personal experience highlights how unexpected events can disrupt normal perspectives.
