
Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth
From Equity Mates Investing Podcast
Published 5/12/2025
The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our thinking. Daniel Kelly is the Chief Investment Officer of Viola Private Wealth.In today's episode we discuss:Navigating this volatile moment…



