One more asset allocation tip

Whenever the stock markets behave how they did at the end of 2024 and the first quarter of 2025, they set us thinking - are we in the right funds? Are we with the right sectors and stocks? Did our advisors give us the right advice? Well, fortunately or unfortunately, it depends on how you look at it; this is not only or not even directly about your portfolio, but also not about the right sectors or stocks! So, the right question is not whether we are in the right fund, portfolio, sector or stocks; you can always do something better. The right question is probably whether we are on the right planet and in the right asset class.