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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?

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