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Creating a "Surprise Proof" Retirement Portfolio:

(12/09/16)

    

        - Use of ETFs to reduce single equity risk.

        - Focus on dividends for income.

        - Trend towards diversification.

   

                           Please refer to attached Excel spreadsheet:  (xls)

   

  Disclaimers: 

       - Based on strong equity market in 2016, this portfolio sucks. 

       - Dividend yield not included in equity change %. 

   

 

12/10/16