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.…