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Lessons Learned: Time To Simplify The Well-Valued Growth Portfolio

2015-07-06 17:26:34| Semiconductors - Topix.net

Though individual stocks have performed very well in this portfolio, the portfolio so far does not outperform a passive growth strategy or a well-managed aggressive growth mutual fund. Unexpectedly high capital gains also call into question the rationale for having a portfolio of individual growth stocks in a taxable account.

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