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THE SHORT ANSWER
Determining the net asset value of holdings that trade infrequently requires use of a special system.
IMPROVING YOUR FINANCES
Some readers employ performance-based rules, while others focus on fund and portfolio fundamentals.
IMPROVING YOUR FINANCES
Although lump-sum investors may amass more over time, DCA might be more realistic from a logistical and psychological standpoint, writes Morningstar's Christine Benz.
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