| http://www.w3.org/ns/prov#value | - Portfolios such as the one I???ve constructed for myself and our clients, above, may ???seem??? like a hodge podge, but we have purposely crafted it for capital preservation, for taking advantage of undervalued markets, for what we see as a misperception about bonds and for the beginnings of downside positioning while still keeping a toe on the long side in what what we think are the best sectors.
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