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Portfolio Report Card: Analyzing a Self-Managed $1.45 Million Investment Plan

What are the hallmarks of a well-built investment portfolio? Low cost, broad diversification, tax-efficiency, risk compatibility with the owner, and performance that matches or beats an apples-to-apples yardstick.

My latest Portfolio Report Card is for a married couple, C.J. inĀ Orange County, CA. He is 57, she is 58 and they asked me to grade their combined $1.45 million investment portfolio.

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