Article from Amy Arnott from Morningstar, my second-favorite Morningstar analyst behind only Christine Benz.
She’s talking about what not to have in an investment portfolio, and says that what you don’t have is about as important as what you do have.
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www.morningstar.com
While I generally agree with her omissions, I also have a couple of niggles  particularly her logic around omitting REITs and I-Bonds  because I think she’s projecting her own personal situation onto her audience.
Still, she has some excellent points, making the argument that chasing outsized returns with trendy investments is a fool’s errand.
She’s talking about what not to have in an investment portfolio, and says that what you don’t have is about as important as what you do have.
7 Things I Don’t Own in My Portfolio
Sometimes what you leave out is just as important as what you put in.
While I generally agree with her omissions, I also have a couple of niggles  particularly her logic around omitting REITs and I-Bonds  because I think she’s projecting her own personal situation onto her audience.
Still, she has some excellent points, making the argument that chasing outsized returns with trendy investments is a fool’s errand.
