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The big picture: holistic portfolio planning.
Australasian Business Intelligence, July, 2007
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Byline: Vanessa Bennet
Jul 02, 2007 (Money Management - ABIX via COMTEX) -- Financial planners are advised to use holistic planning in portfolio design. The first consideration should be the right balance between defensive assets and growth assets. The second decision is to chose individual asset classes. Finally, advisers must decide what sub-asset classes should be used. For equities, it would mean choosing between large caps, small caps and value stocks. ...
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