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RA - The Protected Principal Retirement Portfolio: Preliminary Rebalancing - Part II
Brookfield Real Assets Income Fund Inc.
I still believe that a correction is coming; however, I think there are limited opportunities in today's market. That said, I have not made any significant changes to the sector allocations presented in the last article.
The one change I am thinking about making is to increase the allocation to international/global/emerging markets from 10 percent to 15 percent. I have been reading that opportunities in these markets might exceed those in domestic markets in 2020.
The following summarizes where I currently stand in the rebalancing effort and includes recent transactions of the past few