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 Balanced and Unbalanced Accounts

Original Investment
Allocations		 Investment Allocations
2 Years Later
Small/Mid/Specialty Small/Mid/Specialty
15%  Bonds 7.5%  Bonds
15%  Stability of Principal 7.5%  Stability of Principal
10%  Large Cap Value 5%  Large Cap Value
  Investment allocations 2 years later. Stock investments performed well. Now twenty percent more is allocated to stock, so the investor has more risk than intended.



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