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Seven Investment Types M* Portfolio Strategist Does Not Own

Observant1
edited December 23 in Other Investing
"As someone who writes about building portfolios for a living, I do research on many types of investments,
ranging from tried-and-true core holdings to more esoteric corners of the investment world.
A key part of my job is to comb through the available evidence and help readers understand the pros and cons
of various investment types for their own portfolios."

"But what do I actually do with my own money?
Here, I’ll discuss seven popular investment types that I’ve decided to take a pass on.
I’ll also discuss the rationale behind my decisions."

https://www.morningstar.com/portfolios/7-things-i-dont-own-my-portfolio-2

Comments

  • Old_JoeOld_Joe
    Interesting.
  • MarkMark
    Well, I don't own any I-Bonds and I'm not compelled to ditch the others mentioned based on this report. The author seems to lean toward Capital Appreciation focused positions which might be appropriate over an investment journey but maybe not so much for those who are more focused on Capital Preservation. To each their own.
  • WABACWABAC
    Never understood the fascination with alts. But, whatever helps you sleep at night is what it's all about.
  • Observant1
    edited 2:27AM
    I'm in general agreement with the author regarding the exclusion of certain investment types.¹
    My portfolio does not include the following investments:
    1) Dedicated REITs
    2) Sector funds
    3) Alternative investments
    4) Dedicated high-yield bond funds (my multi-sector & nontraditional bond funds can hold HY)
    5) Gold bullion or dedicated gold funds

    Unlike the author, most of my funds are actively managed and I own a chunk of I Bonds.



    ¹ I reserve the right to change my mind about investment exclusions at any time! ;-)
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