I’ve noticed a lot of discussion around aggressive investing strategies for wealth building, but not as much on how to pivot when the goal shifts to preserving that wealth. For those who’ve been through it, how do you approach rebalancing your portfolio?
Do you start moving more into bonds, dividend stocks, or even real estate for steady cash flow? Or are there other less obvious assets that help maintain stability without sacrificing too much growth? I’d love to hear how others have navigated this transition what worked, what didn’t, and any lessons learned along the way.
Also, how do you factor in things like inflation or market volatility when making these adjustments? It feels like there’s a balancing act between staying safe and not letting your money stagnate. Any insights would be appreciated!