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Financial Planning | Portfolio Yoga

Portfolio Yoga

Building Wealth | Building Relationships

Tagged: Financial Planning

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Asset Allocation

Asset Allocation & Models

In 2015, I wrote a small post introducing the Portfolio-Yoga Asset Allocator. Introducing Portfolio Yoga – Asset Allocator While the model in itself has undergone a change once, given the dichotomy with the current allocation and the market trends, I felt that a post was required to help better understand the model and how to use it as a guide...