Milestone Financial Planners Dubbo
Milestone Financial Planners Dubbo
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Investing is not just putting your money somewhere and forgetting about it, it’s also understanding why your money is invested the way it is. Equipping your mind to deal with the potential rigours associated with investing allows you to maintain discipline and take advantage of the investment process over the longer term.

If you wish to obtain a detailed explanation of the MFP Investment Portfolio Philosophy.

Please click here to download a copy

A detailed analysis of returns achieved by Asset Class Investing portfolios is compiled in our Asset Class Investing Returns (ACI) Document.

Latest Report December 2020.

Please click here to download a copy

These returns are compared against the Asset Class Indexes as well as comparable Actively Managed portfolios. This document provides a valuable understanding of the historical returns achieved by each type of portfolio and how they compare in the differing time frames measured.

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