The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Principles that can help create a portfolio designed to pursue investment goals.