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4min chapter
How to Make Portfolio and Asset Allocation Changes
Money For the Rest of Us
Adaptive Model Portfolios Overcame the Fear and the Uncertainty
In the episode, I mentioned if investment conditions turn red, maybe we pull back risk a little bit. The overall moderate portfolio with which this member was using as inspiration has a neutral target of 60% stocks, 40% bonds. Now had that member invested it all at once in February 2020, he would have come out all right. In fact, tomorrow when this episode will be released, it's February 1st, 2023.
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