My financial planner does nothing! My yield to date (since 2019) is 2.9%.
My portfolio is all mutual funds –
Metropolitan West (MWTIX), T Rowe Equty research, Bard aggregate bond (BAGIX), MFS research fund (MRFIX) Loomis Sayles growth fund etc
Give the current scenario of high inflation, war etc.. how should I reallocate?
I only have about 10 years to retirement.
I am a novice at portfolio management.
I would Appreciate any guidance.
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