In addition to
seeking broad global diversification according to the tenets of Modern Portfolio Theory, we assist with appropriate asset location between taxable versus tax - advantaged accounts.
The Fund's core portfolio allocation is structured to
provide broad global diversification utilizing complementary investment strategies managed by portfolio managers across the Franklin, Templeton and Mutual Series investment teams.
Then make sure you have
broad global diversification.
Take this opportunity to shift your equity investments away from the poor performers and into better companies,
broader global diversification — or maybe just bite the bullet and sell some at a loss.