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Optimize Your Portfolio for 2024


The Dow Jones finished near a record high in 2023, the S&P 500 is up 24% year-over-year, and Bitcoin is
up 116% from a year ago in April.

Now is a great time to reflect on market performance and what impact they may have had on your
investments. Many of us have investments in the market, either directly or indirectly through 401(k)s,
IRAs, or other retirement portfolios.

Our assets are divided among various categories, including classes of stocks (large or small), bonds, and
REITs to name a few. How your money is allocated among these asset classes defines your potential risk
and return.

Because these assets increase and decrease in value differently over time, you may have an asset
allocation out of sync with your investment objectives. For example, someone with Bitcoin holdings has a
much larger exposure to cryptocurrency than a year ago.

It is great idea to rebalance your allocations annually. Of course, be sure to touch base with your financial
advisor to make sure your investments reflect your long-term goals.

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