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Portfolios 101: Steps to a Suitable Portfolio

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1.
A successful portfolio is one that is filled with great investments.
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False. As a rule, a successful portfolio contains investments that work together to help you reach your goals. A portfolio can be made up of "great" investments, but they may not necessarily work well together.
2.
When you rebalance your portfolio, what should you keep in mind the most?
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Your goal. All other things will need to follow your goal.
3.
To determine whether your existing portfolio fits your investing blueprint, you should, among other things, search for overlap among your investments.
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True. Searching for overlap will weed out unneeded redundancy.
4.
When figuring out whether your current portfolio matches your pattern, which question should you NOT ask?
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How did my individual investments do last week? When examining your current portfolio, dont worry about the short-term performance of individual investments. Instead, focus on how these investments are--or arent--working together. Ask which investments are your core investments, and whether you have a lot of overlap among your investments.
5.
When creating a blueprint for your investment portfolio, what should you start with?
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Your goal. Your goal gives you vital information, such as how long youll be investing and how much money you can put at risk.