Context Is (Still) King For Portfolio Design & Management
From The Capital Spectator
January 10, 2013 - 6:26am
It happened again. I was reading a story about the apparent hazards that are expected to derail an asset class that's in my portfolio and I thought, gee, I better sell. The article presented a strong case for seeing red in the near future. But then I remembered that the asset class is just one piece of my diversified portfolio, and that my rebalancing strategy will take care of any extremes in...
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