Shana addresses a partner’s question about her portfolio becoming overweight in fixed income and underweight in financial REITs after adding preferred stocks, as previously advised. Shana explains that this was intentional due to anticipated drops in CD rates, and suggests she can wait until her CDs mature or adjust other fixed income holdings if needed.
Being underweight in the financial sector is not an issue, as new high-income options have been added.
The portfolio strategy is actively managed based on personal experience, ensuring practical solutions for investors.