Co-produced with Treading Softly
Here at High Dividend Opportunities, I try to expound, explain, and energize ideas within the hearts, minds, and souls of retirees and investors.
One area we often have to remind retirees and investors about is allocations. Not just to maintain diversity across multiple securities – The Rule of 40 – but also through how much of your portfolio you allocate to each sector.
Think of an orchard for a second. Each tree can be expected to produce a certain amount of fruit. So each tree could represent an individual security –