Performance Of Diversified Portfolios, 1970-2017

Financial Advisor Webinar Series

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(Updated: January 24, 2018)
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5.0

excellent - Craig clearly presents the rational case for real diversification. Interesting chart (I'd love to explore this in greater depth) presented showing the value (or lack of value) in rebalancing over varying time horizons - which does add real (presumably sometimes BIG) tax costs to maintaining the 7-12 balance.

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Always informative. Loved the salsa analogy!

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