Broad Market Thoughts and Portfolio Construction
Home sick after a 20 hour travel day and 12 hours of sleep, so take everything I say here with a grain of salt.
I’m looking to get back into trading and investing after a break of about 12 months from taking it very seriously.
Today I started thinking about what type of portfolio I would put together if I had $X to invest and i wanted to lay out my money in a way that I felt confident about.
That led me down a rabbit hole of looking into various portfolio balances.…
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