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What constitutes the process for monitoring a portfolio?

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What constitutes the process for monitoring a portfolio?

A.

Assessing market shifts and staying informed of changes in a client ' s goals.

B.

Evaluating portfolio performance and confirming the stage of the economic cycle.

C.

Reviewing the industry trends and evaluating portfolio performance.

D.

Assessing changes in a client ' s goals and setting a strategic asset allocation.

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