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Not All Tech Sector Portfolios Are Weighted Equal

 

Portfolio managers rightly say "technology" is too monolithic a label for that now vast sector of the economy. Ditto that for tech funds.

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The Junkie's Perfect Fund Portfolio

You expect diversified stock funds in a given category -- big-cap growth funds, for instance -- to have a wide range of returns. After all, they can stash their money in any stocks in any industry sector -- however they wish -- and those different choices lead to different returns. ...

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