Part III. Building and Maintaining Your Portfolio
In this part . . .
You need to know how to fill your asset allocation baskets with various types of investments, and this part shows you how. We also let you know how to exploit the tax characteristics of the different baskets by matching the right investments with the right baskets. Then we get into the details of portfolio rebalancing that'll give you extra return — if you do it faithfully. Finally, so that you know how well you're doing, we explain how to measure results by comparing your portfolio's performance with appropriate external benchmarks.
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