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5 Lessons From Portfolio Makeover Week

Here are some key takeaways from this year's series of portfolio checkups.

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. Morningstar.com is wrapping up its annual Portfolio Makeover Week. Joining me to share some key takeaways from this year's crop of makeovers is Christine Benz, who spearheads the series each year. She is Morningstar's director of personal finance and retirement planning.

Christine, thanks for being here today.