Thinking About Sector Weighting + 2nd Draft of the Model Portfolio
jahnke.substack.com
Deciding how, or if, you are going to be concerned about sector weighting is a very important part of how you manage your portfolio. Sector weighting is a contentious issue. Discussing this issue can be very similar to arguing about religion. There are no right and wrong answers.
Thinking About Sector Weighting + 2nd Draft of the Model Portfolio
Thinking About Sector Weighting + 2nd Draft…
Thinking About Sector Weighting + 2nd Draft of the Model Portfolio
Deciding how, or if, you are going to be concerned about sector weighting is a very important part of how you manage your portfolio. Sector weighting is a contentious issue. Discussing this issue can be very similar to arguing about religion. There are no right and wrong answers.