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Personal Investments • Re: AUM Year End Review - And The Results Are......

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What were the equities specifically?
A list of stocks and stock funds as long as your arm.
What proportion is international versus US stocks? That's probably the biggest differentiator in your case.

Given the results above of the 80/20 Vanguard LifeStrategy fund, it doesn't appear that your portfolio is too far off the mark.

Regards,

Statistics: Posted by retired@50 — Tue Dec 31, 2024 11:20 am



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