January 1, 2015
Wishing your portfolio a happy new year. It had a
pretty good 2014. A simple portfolio of 60% US stocks, 10% international
stocks, 5% REITs and 25% bonds returned 7.5% last year. Hopefully you did that
well. If anyone wants to guarantee me that return indefinitely, I will gladly
accept it.
- Larry Pike, CFA
- www.clientpriority.com
- www.clientpriority.com
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