Portfolio Management: 60/40?

YIKES!!

Leap - I’ve read here and other places that it takes quite a while for the Fed actions to ripple through the economy and the equity markets may not really feel the effects of the Fed’s actions until in LATE 2023.

I’m not a fortune teller, nor am I a high-priced economist, but I’m not going 80/20 equities in 2023 for sure. I’m going to wait it out and see what transpires throughout the year.

Another thing to consider - not everyone is in the same boat in terms of their investing horizon. Some, like me, are at a point in their life where 80% equities puts way too much risk in the portfolio when that risk may not be warranted to maintain a given investor’s lifestyle.

I hope you would you agree.

'38Packard

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