E10: What are investments besides stocks and bonds? How can I protect myself from market highs?

When the stock market is at all-time highs, it’s natural to feel exposed. Pete from Pingree Grove asks if there are options that can help protect a portfolio from the next downturn. Mark and Laura introduce the Endowment Model—a strategy used by large universities to diversify using assets that don’t move in lockstep with the S&P 500.

We discuss real estate (REITs), private equity, and business development companies (BDCs). Using a naval analogy, Mark explains how compartmentalizing your portfolio can help ensure that if one sector takes a hit, the rest of your ship doesn’t sink. Watch to learn how non-correlated assets can bring predictability to a chaotic world.