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MNY150 Plus: Asset Allocation Example, Managed Futures and Bonds

This week March 25, 2017 on Money For the Rest of Us Plus we walk through the process of breaking down a portfolio to determine its asset allocation, expected return, risk and fees.

We also discuss managed futures and the challenge of estimating the impact of a bond fund’s duration on performance over multiple quarters.

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J. David Stein
Darby Creek Advisors LLC
P.O. Box 9277 • Phoenix, AZ • 85068

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