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Home>New Model Portfolios for the New Year

New Model Portfolios for the New Year

Perspectives Content Submission

Thu, 2 Jan 2014

Since we lowered our allocation to stocks for Moderate Risk investors from 65% of an overall portfolio to a still substantial 55% this past October, the S&P 500 has continued to rise approximately 10%, including dividends (all data cited is through Dec. 27), or over 3% per month. While what appear

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