Quote:
Originally Posted by BYU71
I am not arguing against "modern portfolio theory". I am saying it is one discipline that can be followed, but not necessarily "the" discipline to be followed.
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All of your advice so far has been consistent with portfolio theory even the advice that you suggested was contrary to it. So yes you are not arguing against it. In fact as near as I can tell, broadly defined, you follow or incorporate some of its basic tenants at least occassionly.