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Prepare a balance sheet of your / or your household as of today. Common size the balance sheet, so as to not disclose any actual

Prepare a balance sheet of your / or your household as of today. Common size the balance sheet, so as to not disclose any actual numbers. .

Discuss your investment approach?Was it top down or bottom up? How did you pick the individual investments. Identify the fee charged, taxes that are paid, expected return and the expected risk on each of them.

Are you satisfied with the investments

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