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5 basic principals of the new Prudent Investor Rule

October 13, 2015
  1. Diversification is expected
  2. Base investments appropriateness on risk/return of the portfolio and how an investment contributes to the overall risk of the portfolio
  3. Excessive trading & excessive fees should be avoided
  4. Balance current income & need for growth
  5. Trustees are allowed to delegate and encouraged to do so if they lack expertise in an asset class
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