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(Updated: May 03, 2012)
5.0
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I use what I call "scenario-based" asset allocation in my practice that attempts to envision future possible economic scenarios and reverse engineer them to detemine an ideal allocation now to offer the best protection/opportunity given all the potential outcomes. Dennis' approach is exactly how I think day to day, so I'm glad hear his summary of the big trends as it really influences my models.

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