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A well diversified investment portfolio is a key requirement for long-term investing success.

Diversification is important. But sometimes too much diversification can negatively impact portfolio performance. It can be a fine line in getting it right.

Today, a look at indications your portfolio is overly diversified. 

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Keys to Portfolio Reviews

On 06/17/2011, in Investment Strategies, by Jordan Wilson

What are the keys to a successful portfolio review?

Depending on your investment skills and experience, you can assess a multitude of factors. But for most investors, there are some basics that should always be reviewed.

We have covered them in previous posts, but I shall provide a quick summary here. 

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Mutual Fund Window Dressing

On 10/07/2010, in Mutual Funds, by Jordan Wilson

When analyzing mutual funds, reviewing fund holdings is useful to ensure adequate diversification within a fund, as well as between different funds.

But you need to be certain that the holdings you review accurately reflect the fund’s investment strategy. If they do not, it may be due to the presence of window dressing.

Today we will take a look at this topic.

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Mutual Fund Holdings and Diversification

On 10/05/2010, in Mutual Funds, by Jordan Wilson

Investors like mutual funds because they are a simple way to diversify one’s portfolio on a cost-effective basis.

When investing in funds, individuals need to ensure that they are truly diversifying. Often investors think they are diversifying, but in actuality they are not doing an effective job.

Today, we will take a look at ways to ensure you properly diversify.

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