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It's no secret that broadly speaking the market is looking a bit frothy as of late, as we continue to charge higher into 2020. This was even on the back of a potential war scare. I'm sure this won't be the last we hear of the U.S.-Iran conflict for the year either. What a way to start off 2020!
With that being said, we have many holdings in our three portfolios that are rated as a 'Hold' for now. This seems to be consistent with the type of environment we