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Mar 2, 2015
Diversifying Your Net Worth Assets
This is the third article in a series on asset allocation and rebalancing. The second article introduced the concept of Net Worth Asset Categories, which are used to group your assets into categories that reflect their risk and earning potential, but also the utility they provide for you in your life. Here are the categories and some examples:
The starting point is to calculate what percentage of your assets (net of liabilities) is represented in each...