How to Make Portfolio and Asset Allocation Changes

We consider four case studies in which individuals struggle to decide what to do with their investment portfolios.

Topics include:

• Why it's so difficult to reenter the stock market after sitting on the sidelines and what to do instead
• What are the risks of having a too aggressive portfolio allocation in retirement and what to do instead
• What to do when an investment strategy has worked really well but you feel it is time to make a change
• How to decide on an appropriate portfolio mix after a significant financial change

You can learn more about Money for the Rest of Us Plus here.

For more information on this episode click here.

Related Episodes

306: Three Approaches to Asset Allocation

401: Why Diversifying Your Portfolio Feels Awful

Show Notes

Case studies were pulled from the following Plus episodes:

287 Plus: Coronavirus Update, Mid Month Investment Conditions and Overcoming the Fear of Investing

306 Plus: Member Profile, Bond Investing, and Emerging Technology

310 Plus: Mid Month Update and a Member Wants to Reallocate from Growth Stocks

331 Plus: Member Profile, Tail Risk Protection, Rental Real Estate as Bond Substitute, and YYY ETF

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