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The Independent UK
The Independent UK
National
Christine Benz

What I’ve done right with my portfolio

Morningstar

There are definitely things I get wrong in my investment portfolio.

I hold too much company stock and cash, and I don’t have the recommended allowance of bonds for a person my age. My record on curbing taxes hasn’t been perfect. I’ve held tax-inefficient funds in a taxable account and have been slow to move money into IRAs each year.

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