During a recent family chat, the question was raised, “are you the beach person or the mountain person?”
I began dreaming about experiencing the trip to both the beach and the mountains!
How nice would it be in a Mustang at the beach with the top down?
What about the Tahoe with 4-wheel drive heading up the snow-covered mountain to the huge awaiting fireplace in the cabin?
Different vehicles for 2 totally different experiences.
Your portfolio should be the same. Different EQUITY positions for different experiences. The best companies in America and the world for the different climates.
It is fun and exciting to own the fancy growth names like Amazon, Microsoft, Google, & Alibaba.
However, it is just as important to have balance with your portfolio like Hershey, McCormick, and Coca-Cola.
Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.
All company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.