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Subject:  Re: A Part-year Portfolio Review Date:  4/27/2012  3:50 PM
Author:  altstrat91 Number:  34021 of 35930

you dont have to disclose the specific holdings, but i am venturing a guess that your AA- & A- holdings are not corp bonds based on their yields vs. what you paid - no? that BBB pick up does not look too shabby either with double digit current yield.
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