Introduction

Today I want to share a very simple concept with you regarding practical asset allocation.

If you plot your goals on a simple matrix and plot all of your investments on the same matrix, you'll more easily be able to select an appropriate investment to fund each goal.

Here's the matrix:

home-run dollars

aggressive dollars

safer dollars

-------------------> short-term -----> mid-term -----> long-term

Enjoy the show!

Joshua

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