Model Fund Portfolio Update: How to Deal With the Issue of Fund Closings

by James B. Cloonan

My semiannual update of the Individual InvestorÂ’s Fund Portfolio details a number of changes. This includes not only changes to the portfolio itself, but also to the criteria and the recommendation process.

In this article


Share this article

To read more, please become an AAII Registered User or CLICK HERE.

First:   
Last:   
Email:

              
→ James B. Cloonan