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Maybe we can learn something from medical science. Inoculate portfolios with some volatile asset classes like commodities and real estate and you'll stabilize the whole system.
If you start with a large blend allocation, what other styles should you add to the mix to protect against a market downturn? Will small value work? Is mid growth redundant? This study of the correlation among style boxes yields surprising clues as to how equity allocations should be constructed.
A good set of model portfolios can minimize the hours you spend on non-revenue-producing activities. Here's how one advisor systematized her investment management with the help of her broker-dealer's research department.
Can building a portfolio be as simple as going for the corners of the Morningstar Style Box?
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