How to Make Portfolio and Asset Allocation Changes Money For the Rest of Us

We consider four case studies in which individuals struggle to decide what to do with their investment portfolios.

Topics include:Why it's so difficult to reenter the stock market after sitting on the sidelines and what to do insteadWhat are the risks of having a too aggressive portfolio allocation in retirement and what to do insteadWhat to do when an investment strategy has worked really well but you feel it is time to make a changeHow to decide on an appropriate portfolio mix after a significant financial change


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Related Episodes

306: Three Approaches to Asset Allocation

401: Why Diversifying Your Portfolio Feels Awful




Show Notes

Case studies were pulled from the following Plus episodes:

287 Plus: Coronavirus Update, Mid Month Investment Conditions and Overcoming the Fear of Investing

306 Plus: Member Profile, Bond Investing, and Emerging Technology

310 Plus: Mid Month Update and a Member Wants to Reallocate from Growth Stocks

331 Plus: Member Profile, Tail Risk Protection, Rental Real Estate as Bond Substitute, and YYY ETF

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