Don Plotsky discusses how a portfolio allocation to Specialty Finance can enhance portfolio performance, reduce risk, and create Predictable Income.
Listen to the interview on the Business Innovators Radio Network:
Specialty Finance involves using various strategies to create a steady stream of income that can be counted on every month, with low volatility and little or no correlation to broad market indices. With a combination of risk management, asset diversification, and tactical structuring it is possible to develop a compelling portfolio within the portfolio that can generate reliable monthly revenue.
The first step in creating Predictable Income with Specialty Finance is understanding the different investment opportunities available and how they can be used to build a well-diversified portfolio. Financial planners may examine potential income sources from stocks, bonds, derivatives, insurance products, and/or real estate investments. Each instrument carries its own set of risks and benefits, which must be weighed against one another to determine which investment options are best suited for the investor’s goals. Incorporating Specialty Finance – a low volatility, high yielding, and non-correlated strategy – can enhance the risk return characteristics of the entire portfolio while providing Predictable Income.
Asset diversification beyond the traditional allocations to stocks and bonds is essential for limiting risk and generating reliable growth over time.
Don explained: “Creating Predictable Income with Specialty Finance takes patience and skill but can result in steady rewards if done correctly. A well structured and diversified portfolio is invaluable in this process, offering the best array of strategies for generating reliable income with low volatility and enhancing overall portfolio performance.”
Specialty Finance is an invaluable tool for creating stability and security in retirement planning. Proper management can provide an individual with the necessary funds to live comfortably now and into the future. The result is a more robust portfolio with predictable monthly income that can help secure an individual’s future.
About Don Plotsky
Don Plotsky is co-founder and managing member of Alternative Income Solutions (AIS) and manager of the AIS – Foundation Fund, LP a diversified Specialty Finance portfolio. He is also a co-founder and managing member of Uinta Investment Partners LLC, a multi-family office founded in 2017.
Mr. Plotsky has nearly 40 years of investment management experience as a leader, innovator, and portfolio manager. His primary focus over his career has been on fixed-income and structured products. Prior to forming Uinta and AIS, he served as head of product development and product management at Western Asset Management (2002-2016) and as head of the firm’s retail business.
Learn more: https://www.alt-incomesolutions.com/