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 ex: leveraged options trade ex: niche business ex: large-scale business
aggressive ex: real estate flip ex: land development ex: stocks
safe (non-volatile) ex: cash CDs ex: gov’t bonds
short term mid term long term

Enjoy the show!

Joshua

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