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Portfolio Report Card: A $1.23 Million Portfolio Built on the Wrong Foundation

From an observer’s viewpoint, the individual with a good sized investment portfolio (say above $1 million) doesn’t have much to worry about. They’ve got lots of money and that’s all that matters. Unfortunately, this misinformed view isn’t just dead wrong, but it incorrectly presumes the person with a large portfolio has done everything right. Is it true? (AUDIO) Listen …

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