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Take good care of your ‘portfolio health’, says Willis Towers Watson
It is crucial to identify which parts of an investment portfolio need treatment to make it work better. Here are some practical examples of weaknesses that could be detected earlier and need attention to fix.
A healthcare professional won’t conclude the state of someone’s health by looking at just one indicator based on a diagnosis. Similarly, we do not merely focus on past performance results when assessing the health of an investment portfolio. The focus should be on identifying what went wrong, which area needs more attention and possible treatment.
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