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2021 Portfolio Thoughts (Part 2 – Asset Classes)

The starting point for constructing the portfolio for early 2021 starts from considering the themes that I have outlined earlier. There are three steps to consider: (1) Laying out the asset classes which will respond well to these themes, (2) Understanding the allocations between these asset classes, (3) Identifying where things might go wrong andContinue reading “2021 Portfolio Thoughts (Part 2 – Asset Classes)”


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