DIY Personal & Retirement Financial Planning

Do-It-Yourself financial and investment planning Excel spreadsheet software

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Commentary on How Many Mutual Funds are Needed for a Well-Diversified Portfolio

For holding periods of many years, diversification improves dramatically, when you hold multiple actively-managed mutual funds in an investment portfolio. In “How Many Mutual Funds Constitute a Diversified Mutual Fund Portfolio?,” Professor Edward O’Neal of the University of New Hampshire at Durham tackled the important question of how much an investor could improve on diversification […]

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