Aggressive · Conservative · Income · Other

Diversification – Update

Following some recent changes to the aggressive and income portfolios, I wanted to take a look at how the diversification model is shaping up for the three lists. I believe there is an adequate level of sector diversity across the three portfolios. The conservative group is somewhat over-weighted with industrial stocks, but these positions should continue to do well in a growing global economy and each company serves a unique market. Likewise, the aggressive list has three technology names, but is well diversified within the sector to the semiconductor, electronics and healthcare information technology industries. Here is the latest view:


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