The Barbell Portfolio

The Barbell Portfolio describes a new way to manage your portfolio in line with how markets really work. One end holds extremely safe investments that will give you a fighting chance against whatever comes, with very little risk of blowing up. The other end holds speculative, high-risk, but carefully researched and purchased investments that will pay off huge if they work out. And nothing in the middle. That’s right, no index funds, no blue-chip mutual funds, no junk bond funds, no diversified funds…nothing.

I am a Harvard-trained economist and CFA with over 40 years of professional investment experience.