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A separately managed account that provides a personalised direct indexing technique which may be personalised and allows for automatic tax-loss harvesting.*
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Sure. If introducing a different investment to your portfolio boosts its overall risk and lowers its predicted return (without lessening the risk appropriately), it does not provide the aims of diversification.
Most of these illustration investment portfolios are comparatively easy to employ with several ETFs, which I like to recommend in parentheses.
The portfolio has largely obtained its ambitions of minimizing volatility and performing pretty well regardless of the economic ecosystem.
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