2min chapter

Many Happy Returns cover image

Ready for a portfolio shakeup? What to consider before making a move

Many Happy Returns

CHAPTER

Is There a Portfolio That Will Work for You?

US investors are so spoiled. You can just choose whatever they want with the lowest piece. We're covaling together our portfolio from just odds and ends that are left over. I think Europe is even worse in terms of choice. But what's most important, I think, is those long-term returns.

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