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A sound portfolio statement helps to protect the client against a portfolio manager's:
Ethnic Groups
Groups of people who share common cultural characteristics, such as language, religion, and traditions, distinguishing them from other groups.
Family Characteristics
Traits, behaviors, and dynamics that define and distinguish one family unit from another, including size, structure, values, and interactions.
Feeding Disorders
Disorders characterized by abnormal eating habits that may involve either insufficient or excessive food intake, affecting physical health and emotional well-being.
Eating Disorders
Psychological disorders characterized by abnormal or disturbed eating habits that negatively affect a person's physical or mental health.
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