How CIO Sean Bill Is Successfully Revamping His Portfolio

With good results in hand, he is shifting the allocation of his California transit agency pension fund and health care trust, aiming for still better performance.

By Larry Light

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Tags: Agg, AngelList, Biden administration, Bonds, CBOT, Emerging Markets, Federal Reserve, Fixed-Income, index funds, International stocks, MSCI EAFE, MSCI Emerging Markets Index, office space, private lending, Real Assets, retail, Russell 3000, Santa Clara Valley Transportation Authority, Sean Bill, solo capitalist, Stock Market, VTA

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