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Five Surprising Insights About Stock Indexes and Funds

Money For the Rest of Us

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Introduction

David Stein: In 1995, I became an institutional investment advisor. He says he was intrigued by both growth style managers and value style managers. After about six or seven years of doing that, he decided to create a portfolio based on the top 10 stock picks from his firm's advisors. This was more of a small to mid-cap style portfolio,. And I back tested it for several months before making any decisions.

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