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Example Portfolios

Two example portfolios using Fidelity and Vanguard funds that align with the asset classes used in the model.

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How do I use the Dresen Diversified Portfolio Model tool?
To understand how the model works and how to use it, please download the following two whitepapers: How Does It Work? and MoneyModel Overview

How often is the database you use updated?
The current database has data based upon historical returns through 12/31/2009. An annual update is performed on the database to include the previous years returns in the model every January.


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