Ready for a portfolio shakeup? What to consider before making a move
Many Happy Returns
The Importance of a Scooby-Doo Portfolio
People assume that I've got a really complex portfolio. When I show them my portfolio and my core, they seem pretty shocked. It's just like two funds. And this is why we need things like a Scooby-Doo tree because you need to bring that high-dimensional problem to a low-dimensional problem. You can't have chips and mashed potato on your same plate. That is not diversified. You need to build a diversified meal like you.
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