3min chapter

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Episode 278: Closing Out Year Three With Our Annual Rebalancings

Risk Parity Radio

CHAPTER

How to Drawdown a Portfolio

The portfolio has 15 funds in it. And let's talk about them in groups because I think it makes the most sense. Let's first talk about the stock and REIT funds, which we have modified slightly. In the old configuration, we had 12.5% in a large cap growth fund, 12.5%. We decided to remedy that imbalance a little bit with this change.

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