concentration

Back to… Normal?

The events that transpired so far this year have made investing a stomach-churning experience. As many investors have seen their portfolio allocation to U.S. stocks increase amid the massive outperformance in 2023 and 2024, rising volatility for the S&P 500 have also directly translated to higher portfolio volatility. The headline-driven market translated to a sharpContinueContinue reading “Back to… Normal?”