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Today's presentation ultimately turned out to be a very worthwhile analysis of the differences between VOO (straight S & P 500 ETF) and equal-weighted, versus cap-weighting portfolios to be compared with VOO. I especially liked seeing the Custom weighted portfolio, which unfortunately requires aforethought on knowing which sectors will do best going forward (not easy to do). This material is educational is many respects, and I think would be particularly useful for young advisors as a learning tool.
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-- broadly diversifies a core of client portfolios in low-expense funds
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