FYI: Morningstar.com's annual Portfolio Makeover Week, which runs around this time every year, always feels a little like college finals week for me. Between the screening of many worthy requests for makeovers to the number-crunching, spreadsheet-jockeying, and corresponding with the subjects of the makeovers, I'm intensely busy for a good month before the makeovers start to go live. (Text from my sister last night: "Are you done with that project yet? I hope so!")
Regards,
Ted
https://www.morningstar.com/articles/904105/lessons-from-portfolio-makeover-week.html
