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Demystifying Common Portfolio Construction Practices: Myths, Realities & Real-World Examples
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"Demystifying Common Portfolio Construction Practices: Myths, Realities & Real-World Examples"

Building investment portfolios has never been harder. With rapidly changing markets and a growing universe of investment options, your clients need your help to grow now more than ever. Download this eBook and learn how to help shape client outcomes and help take your practice to the next level.

This eBook is based on thousands of portfolio reviews for advisors, and uncovers and debunks 7 common myths of portfolio construction including how:

  • There’s one optimal portfolio for all investors
  • All bonds and debts are created equal
  • Inflation is no longer relevant
  • Style and market cap are the only ways to gain an edge
  • Consensus is comforting
  • A one-size-fits-all portfolio is good enough
  • It’s all about managing the money

Download the eBook now to start debunking these myths!


Offered Free by: Fidelity Investments
See All Resources from: Fidelity Investments

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