The “Bucket List” portfolio is designed to take the overall sections of The FRED Report weekly report and list some ideas advisors can use by category. We will have 5 categories:
In the chart of interest section we normally provide a quick review of something interesting. The portfolio model will translate Chart of Interest into an “Areas of Interest” section, which we can use to add weight to one of the other sections, or cash equivalents or something new and different. We will have a maximum of 25 units in this portfolio, allocating 5 units to each category. In the event that we do not have five separate and discrete units in a section, we will take that cash and add it equally to the remainder in that section.
Who is Fred Meissner, CMT?