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Rekenthaler Report

Diversification, Asset Allocation, and Rebalancing

Would the three-fund idea have worked 20 years ago?

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Speaking Hypothetically
Among the questions asked of my July 4 column about Taylor Larimore’s three-fund portfolio was its historic performance. How would investors have fared had they implemented that idea 20 years ago?

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John Rekenthaler does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.