Pass or Fail? Analyzing and Grading a $818,000 Investment Account

What’s a telltale sign of a poorly designed investment portfolio? Answer: A portfolio that underperforms indexed yardsticks. Is it reasonable to expect this type of portfolio which is unable to deliver satisfactory results during a favorable stock market climate to miraculously thrive during an uncooperative market? Answer: Absolutely not! This is one of the reasons …

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