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Oct 22, 2020
Portfolio Confidential
Here are three real world confidential portfolio discussions.
Q: I am retired (61) and someone pitched me to change strategies. They said I needed to “pensionize” my nest egg by having my portfolio mirror a typical pension fund’s investments and include alternative investments not correlated with the public equity and bond markets. They said pension funds are typically less affected by market swings as much as individually held retirement portfolios and...