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As Treasury has maintained all along , any portfolio cap would have to have an appropriate transition period to avoid the potential for market disruption . I expect CEDF to monitor that and if there is any practices that are negatively impacting on those portfolios , those businesses that are our clients , I would expect that to the extent that they do not get results in relation to Tolko that I will hear about it . " The use of an immediate shift in interest rates is conservative because it does not allow for any portfolio rebalancing . The portfolio valuation reports should clearly exhibit compliance with all portfolio policies and restrictions . It is instructive in itself that all sides agree this focus on mission could result in a substantial reduction of those portfolios . Include copies of the following materials : drafts of products , copies of final versions of your persuasive products ( obviously , the agency should have the originals already ) , and product testing forms reports audience analysis data commentaries on the included content : this is probably the most crucial part of any portfolio . But , as Candace Burns explains , the champions of those portfolios ignore the existing research on teaching effectiveness , while providing little solid evidence so far that compiling such a dossier improves classroom performance . Portfolio LockupA taxable investor 's portfolio characterized by a cost basis on each position so far below its market price that any portfolio adjustment or rebalancing is impractical because of tax costs . The use of an immediate shift in interest rates is conservative because it does not allow for any portfolio rebalancing . Carol - I have found it helpful to read and read and read those portfolio directions . I side with Democrats on some things , such as : Social Security is good ; it is a low-yield , low risk investment , and every portfolio should have some low-yield , low-risk assets .