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Tag: underweight

The Road to Failure is Paved with Past Successes

Posted on April 7, 2014 KCSWealthLeave a commentPosted in Newsletters

Recently, a number of people—both clients and non-clients—have been asking why their accounts didn’t match the performance of the S&P 500 in 2013, when this widely-followed index shot up +32.3%. The answer is always the same: your accounts don’t contain just S&P 500 stocks, but are far more diversified, with other US stocks, foreign stocks, […]

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