Sentences with phrase «semi-annual portfolio analysis»
When I perform semi-annual portfolio analysis I am so focused on looking for alligators I forget to look for opportunities.
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For reference, here are the results for a traditional balanced portfolio, comprised of 60 % SPY and 40 % of iShares Core U.S. Aggregate Bond ETF (AGG), with monthly returns and semi-annual rebalancing in the same analysis period: