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

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

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

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

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So have yourself a well-balanced portfolio
Now

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

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