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  5. MISC: How do you handle your portfolio if your concern is cash preservation for yourself rather than for any heirs and the time to recover from market falls is no longer there? [Miscellaneous]

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Q: How do you handle your portfolio if your concern is cash preservation for yourself rather than for any heirs and the time to recover from market falls is no longer there?
Asked by M.S. on February 20, 2025
5i Research Answer:
A lot of this becomes an asset allocation question. The shorter ones time horizon becomes, the...
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