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NaviPlan User Manual: Entering Client Data
12. Under Portfolio Criteria, select the investor profile you want to change, and then under Portfolio, enter
the asset class percentages for this profile.
13. To revert to the default asset mix values entered on the Asset Allocation Settings dialog box – Portfolios
tab (accessed from the User Preferences menu – Asset Allocation Settings), click Reset Asset Allocation.
If no default values exist, clicking this button deletes what you have entered without replacing it.
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