My New Target Allocations
Hello everyone! Welcome back to The Green Swan. Today’s post is a continuation of recent posts on my investment portfolio and strategy. In the first post on investments I explained why I Invest to Win, followed up with detail on My Investment Portfolio and the composition of my investments. In the third post, I explained why I invest a portion of my assets in My Actively Managed Funds and how they have performed historically (considering their higher annual management fees). And last week I explained in more detail My Small Business Investment opportunity I’ve chosen to pursue with my siblings. And as you may recall, the small business investment is actually what spurred the whole discussion on my investments since it will require liquidating a substantial amount of my taxable brokerage investments and a subsequent re-balancing of the rest of my portfolio.
So here we are today, time to re-balance the portfolio and decide my new target allocations! Continue reading My New Target Allocations