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Simplifying Asset Allocation, Location and Tax-Efficient Investing
Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. The goal of asset allocation is to balance risk and return.
“Letting Go of Losers”
In the investing universe, there are winners and losers every day. When a trade a occurs, there’s a buyer and a seller. The price movement will determine who won the trade. Price moves up, the buyer wins and vice versa.