Today I want to share a very simple concept with you regarding practical asset allocation.
If you plot your goals on a simple matrix and plot all of your investments on the same matrix, you’ll more easily be able to select an appropriate investment to fund each goal.
Here’s the matrix:
home-run dollars
aggressive dollars
safer dollars
——————-> short-term —–> mid-term —–> long-term
Enjoy the show!
Joshua
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Joshua J. Sheats, MSFS, is the world's leading authority on integrating lifestyle goals and money goals without conflict. He teaches normal people how to seamlessly connect the science of financial planning with the joy of goal achievement.
Joshua is dedicated to helping normal people achieve financial freedom by merging creative (and crazy) ideas from the world of personal finance with the academic integrity of formal financial planning. He simplifies complex money topics and makes boring financial mumbo-jumbo less boring.
