How should investors manage their portfolio’s asset allocation within the context of high equity performance and current low-yield environment?
In a six-minute video featured on TD Ameritrade Network, Moneta CIO Aoifinn Devitt addressed some general guidelines for building model portfolios and how to adjust them in line with an investor’s personal risk tolerance, time horizon and liquidity needs. She touched on optimal diversification and rebalancing strategies while also speaking on how much to hedge against inflation.
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