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Morningstar Direct - Is the CPP Portfolio Better Diversified?
The CPPI B portfolio consists of more than a dozen different asset classes. The Morningstar Direct analysis found that the overlap in terms of asset classes is pretty small between them and other benchmarking portfolios. "At the surface, it looks like CPP. It's good," says John Defterios. But he points to higher volatility for his risk appropriate index portfolio as an issue.