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Fidelity Focus Online
May 2001
Written during the 2000-2002 stock market decline, this article details
the questions one should ask when their portfolio returns less than
expected. Grant Rawdin confirms the balanced portfolio
is a healthy portfolio and with time and patience, it will reap many
benefits. Grant cited the performance of Wescott’s balanced
models, which were far ahead of the balanced indexes.
©2005- Wescott
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