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You need a proper financial plan

Moira O'Neill

You need a proper financial plan

Many of our readers have been happy to provide details of their holdings for our weekly portfolio review. However, I am often surprised by how little detail they provide about their investment objectives, while providing details of their holdings in full. It could be shyness about revealing too much about themselves in public. but I suspect that it is because they haven't thought things through properly.

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