Portfolio Changes

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It is now standard practice to submit all security lists for periodic inspection in order to see whether their quality can be improved. This, of course is a major part of the service provided for clients by investment counselors. Nearly all brokerage houses are ready to make corresponding suggestions, without special fee, in return for the commission business involved. Some brokerage houses maintain investment services on fee basis.

The Intelligent Investor – The Definitive Book on Value Investing by Benjamin Graham

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