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+The mention of Microsoft and GE was not for the purpose of making a recommendation. Rather, they are examples of companies that any individual can buy on the stock exchange. Certain of our personal portfolios may hold these names.
*Standard deviation is calculated with returns before fees.
1PIMCO, Jul. 18, 2019
2Jstor.org, Oct. 1977
3Forbes.com, Mar. 19, 2022
4Investment Company Institute, Mar 2021
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