A post over at The Capital Spectator blog seems to have some good advice as we consider what to do with our investment portfolios (for most, people, their retirement money) in this confusing economy.
In any case, it all comes back to your portfolio’s mix. The world is teeming with investment advice. Some of it may actually be useful. But before you do anything, analyze your portfolio and recognize how your asset allocation has changed. If it’s more or less where you want it to be, it may be reasonable to leave your portfolio as is, even if the seers are telling you that it’s time to act.
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