5/20/2013 4 things every portfolio needsInvesting is not a "one size fits all" pursuit. Every person or family has their own highly individual concerns and goals, capacity and considerations. But perhaps there are some allocations every investor should choose for their portfolios:
Most investment portfolios are going to hold some stocks and bonds, mutual funds, maybe some real estate or insurance products, but if they do not have an allocation to Patience, Love, Charity, and Wisdom, do those portfolios really represent the values of their owners? Comments are closed.
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AuthorDavid R Wattenbarger, president of DRW Financial Archives
June 2022
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