What I’ve done right with my portfolio

bostonherald.com/2025/09/12/portfolio-review

Christine Benz of Morningstar
There are definitely things I get wrong in my investment portfolio.
I hold too much company stock and cash, and I don’t have the recommended allowance of bonds for a person my age. My record on curbing taxes hasn’t been perfect. I’ve held tax-inefficient…

This story appeared on bostonherald.com, 2025-09-12 14:00:38.
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