FinancialInvestment
#RI-6ad6eecb·5 months ago·
1
“Met with a fiduciary for the first time”
What Actually Happened
Met with a fiduciary to review my portfolio, concerned about BNDW as main bond holding
What I wish I knew
"More about dollar-hedged strategies and their impact on portfolio performance"
Advice to Someone Facing This Now
If I could tell you one thing
"Consider diversifying bond holdings with non-hedged international bond ETFs"
Regret Index
5/10
Significant downsides.
Complicated feelings about the outcome.
Complicated feelings about the outcome.
Advice for Someone Facing This
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Financial Category
337
Financial decisions logged. Avg regret 5.8/10 across the category.
Same Outcome Band
13%
of Financial decisions land in the mixed band the same as this one.
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