Humpty Dumpty sat on a wall;
Humpty Dumpty had a great fall.
All the King’s horses
And all the King’s men
Couldn’t put Humpty together again!
You know this tragic story.
During the 45+ years that I have been a financial advisor, I have seen this over and over and over again.
A new client comes into my office and asks me to review their old portfolio. Very often it is littered with holdings that make no sense. It might have been possible that each of those holdings was purchased for a specific reason at the time, but when put together it looks like a patchwork piece of cloth, a crazy quilt.
Investment professionals refer to this as a Humpty Dumpty portfolio. This is a portfolio that is broken beyond repair. Truly, all the king’s horses and all the king’s man couldn’t put this portfolio together again.
What’s the lesson here?
How can you avoid being burdened with a Humpty Dumpty portfolio?
And, if this does happen to you, what’s the best thing to do?
The most important lesson to be learned here it is that while it is important to trust your financial...
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