Started well with interest rate sensitive funds like REIT funds and SCV, but then added in LCV and LCG. That just sounds like a diversified portfolio to me, not exactly in-line with what the title suggests. Solid advice for what to invest into, even though the path to get there was convoluted.
Thanks for the feedback! While the focus was on rate-sensitive funds, adding diversification with LCV and LCG strengthens the portfolio for long-term stability. The goal is to balance growth potential with risk management
Started well with interest rate sensitive funds like REIT funds and SCV, but then added in LCV and LCG. That just sounds like a diversified portfolio to me, not exactly in-line with what the title suggests.
Solid advice for what to invest into, even though the path to get there was convoluted.
Thanks for the feedback! While the focus was on rate-sensitive funds, adding diversification with LCV and LCG strengthens the portfolio for long-term stability. The goal is to balance growth potential with risk management