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Building the Right Portfolio

Mark Hebner and Tom Cock talk about building the right portfolio for investors. They discuss the composition of a properly diversified portfolio, depending on a person's risk capacity, and present a Risk Return Scatter Plot of IFA Index Portfolios and IFA Indexes. It's helpful to think of a globally diversified portfolio as an investment in Capitalism, Inc. Learn why IFA's portfolios have a small value tilt and why it's important to take the Risk Capacity Survey as the first step in building the right portfolio for you.