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    Current Portfolio:

    Portfolio Statement

    The portfolio, by using the principles we discussed in class has increased by 34%. Any questions about the portfolio can be directed to Edwin Baldrige III or any of the members of the society, located on the members page.

    *The portfolio encompasses indexes from markets around the world and is broadly diversified in mutual funds, equities and cash and money funds.

    This statement was updated on May 11, 2011.

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