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492 | The RRTTLLU Investing Framework | Jesse Cramer

ChooseFI

NOTE

Balancing Portfolio for Long-Term Growth and Stability

Choosing a mix of 20% bonds and 80% stocks for a long-term investment portfolio can provide stability in the short term while aiming for growth in the long term. By gradually shifting investments towards stocks over time, it is possible to meet future financial goals with confidence. This balanced approach allows for reassurance even during market downturns, providing a more conservative but psychologically soothing investment strategy. The methodical allocation of assets can offer clients a clear path towards financial security and peace of mind.

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