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Which of the following describes the steps involved in construction clients portfolio that follow market conditions, securities available and the needs of the clients? Select
Which of the following describes the steps involved in construction clients portfolio that follow market conditions, securities available and the needs of the clients? Select one:
a. In a retirement portfolio, liquidity can be ignored as wealth accumulation is more important. b. At the stage of allocation percentage, asset allocation and clients risk tolerance have to be considered first. c. All of the above are correct. d. There are a sequential of 5-steps for investment portfolio construction.
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