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Balanced
portfolios consist of some combination of the Core Equities
Strategy, Special Opportunity Strategy and Income Strategy.
Ancora managers will decide the specific ratio into which each
portfolio is divided among these three categories, based upon
available opportunities and general market conditions. An
individual can achieve a specific pre-defined ratio between
these three categories by dividing the portfolio assets into
three separate accounts, each focused exclusively on the three
strategies listed above.
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