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  4. State of the Portfolio

State of the Portfolio

Blogs

📝

State of the Portfolio: Returns, Allocation and Strategy — Edition 1

Annual portfolio review for FY 2025–26: Three goal-based portfolios, allocation strategy, drift correction and forex cost optimization.

📅 Apr 2, 2026 ⏱️ 11 min read
State of the Portfolio Asset Allocation Rebalancing NASDAQ 100 Gold IBKR FX Retail LRS

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