Have Yourself a Well-Balanced Portfolio (to the tune of Have Yourself a Merry Little Christmas)

Have yourself a well-balanced portfolio
Let your drawdowns be light
From now on, your panic selling
Is out of sight

Have yourself a well-balanced portfolio
Using index funds
From now on, ignore the gurus
And their “can’t-miss” runs

Here we are as in olden days
Tech boom bubble days of yore
A.I. stocks now enriching us
Or misleading us, once more?

Through the years, we ride the market cycles
Both the ups and downs
Remember there are sales when stocks dip
Then quickly rebound

So have yourself a well-balanced portfolio
Now

Reach out today. This could be the start of a great relationship.

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