DCA vs. Lump Sum, Not Trusting SCV, Maximizing Roth, Moving From Ultimate B/H to Smaller Portfolio and More
Sound Investing
Simplifying Investment Strategies and Navigating Roth Conversions
This chapter explores the advantages of simplifying investment portfolios by focusing on a few key funds to achieve broad asset class exposure. It highlights the importance of diversification and discusses strategies for IRA conversions and utilizing cash and T-bills as risk management tools.
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