How to Make Portfolio and Asset Allocation Changes
Money For the Rest of Us
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Investing in a Sense of Placement Is a Good Idea
A member in Bosnia was working on an asset allocation. He and his family had just sold a family business. They were hoping to seek safety and wealth preservation with a 10-year time horizon. The model portfolio from August 2020 through January 2023 returned 1.7%. That's compared to a return of 21% annualized for the S&P 500.
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