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Follow the Three C’s of Portfolio Development

Aaron Levitt Jul 19, 2018


Believe it or not, saving is the easy part about getting ready for retirement.

Designing a portfolio is the tricky part. Cobbling together a grouping of different asset classes, funds and individual securities to meet diversification requirements and provide strong returns is no easy feat. Proper asset allocation can be responsible for roughly 40 to 90% of a portfolio’s overall returns. Messing it up can be a big problem.

So, investors have to get it right.

But luckily, asset manager State Street has a simple strategy to help build your portfolio to meet your needs. While originally designed for bond portfolios, its guide is easily expanded to equities and your entire asset allocation. Building a total portfolio is as easy as following the three C’s.

For more investment concepts, visit our Dividend Investing Ideas Center.

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