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A reader asked me which of my current portfolio positions I would include if I had to build a "top ten" list of holdings. The question got me thinking about what I would buy today if I wanted to create a small, diversified portfolio with exposure to technology, financial, industrial, consumer, transports and real estate stocks. Think of this exercise as building my very own customized mini index ETF.
I can see it in my mind's eye. Some of you are asking why should I bother picking stocks when I could just buy an S&P