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The most common description of a portfolio, is a bunch of investments designed to bring you a profit. But I argue that investments don't always have to be for profit, they can be for material return.
What I'm getting at, is that when things are fine, and all is well, then buying stocks and bonds and CD's etc, are an excellent way to grow your wealth. But, when times are bizarre as they are becoming daily, maybe some investment in "things" starts to make sense. We see what's happening in Venezuela, and we see people hunting for food in dumpsters. Those people would much rather have a fridge full of food, than a bank account.
Consider "investing' in things that can get you through a tough time. That's a worthwhile portfolio.
We also talk about the market of course. The S&P is edging ever closer to that 2800 level, an area that has served as stubborn resistance in the past. Will it get through and challenge the all time highs?