# Cullen Roche: What Is Your Perfect Portfolio?

Page: https://stenobird.com/podcast/the-long-view-558036/cullen-roche-what-is-your-perfect-portfolio
Text version: https://stenobird.com/podcast/the-long-view-558036/cullen-roche-what-is-your-perfect-portfolio.md
Podcast: [The Long View](https://stenobird.com/podcast/the-long-view-558036)
Published: 2026-01-06T19:00:00+00:00
Episode link: https://the-long-view.simplecast.com/episodes/cullen-roche-what-is-your-perfect-portfolio-wmQ0XjiR
Audio file: https://afp-956310-injected.calisto.simplecastaudio.com/df59cda3-c121-40eb-b58b-b6205c3ab64a/episodes/adac2a78-3707-475c-847a-c94560b625ed/audio/128/default.mp3?aid=rss_feed&awCollectionId=df59cda3-c121-40eb-b58b-b6205c3ab64a&awEpisodeId=adac2a78-3707-475c-847a-c94560b625ed&feed=5SEwkJYi
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JSON: https://stenobird.com/v1/public/podcasts/the-long-view-558036/episodes/cullen-roche-what-is-your-perfect-portfolio
Duration seconds: 3548

## Resource

The financial strategist and author discusses key principles for assembling a successful portfolio, concentration risk in the US market today, and why he’s an evangelist for ‘defined-duration’ investing.

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## Transcript

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