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Topics - djschultz

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Suggestions / Asset Allocation Reporting
« on: November 11, 2017, 10:27:17 AM »
I like the addition of Level 2 asset allocation reporting and the detail it provides.  To better manage the stock allocations, however, add a "Level 3" asset allocation report, using the portfolio allocation breakdowns to show Large, Mid, and Small cap stock allocations.  In addition, a breakdown of International stock allocations between Developed and Emerging Markets would be helpful.

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