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Diversified Portfolio

Using Excel we'll take a look at having a diversified portfolio.

Using asset classes that don't correlate.

Sample portfolio

Stocks, small mid and large-cap

Value vs. growth stocks

By Region, (US, Europe, Japan, China)

Bonds

Treasury

Fundamental vs. Technical Analysis

Crypto

Commodities

Derivatives

Real-Estate

Also to rebalance if one asset class gets too big

Send me a Cherp (message) if you want to see this