Self-Improvement Author

3.2 Portfolio Allocation Strategies for the Self-Directed Investor


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Portfolio allocation or how to assign investable capital and reinvested dividends to common stock or ETF holdings is as important as asset allocation. Why automatically reinvesting dividends is not always the best strategy. Whose beach or lake house are you building? Listen as David shares the two most common weighting mechanisms for portfolio allocation and why one method makes the most sense for the self-directed, buy-and-hold investor. Formerly Episode 1.11.


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Self-Improvement AuthorBy David J. Waldron