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Weighted average return is the method of valuing a.A portfolio comprised of multiple assets of the same type b.A security held over multiple time periods
Weighted average return is the method of valuing
a.A portfolio comprised of multiple assets of the same type
b.A security held over multiple time periods
c.A portfolio of different types of assets
d.A portfolio comprised of many securities that have been bought and sold multiple times over a long period
Disclosure forms
a.Are boilerplate | ||
b.Can function as marketing materials if packaged properly | ||
c.Are absolutely critical communication tools between the client and the planner. | ||
d.Could be any or all of the above, depending on the practice. |
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