ADBE - Lean Long-Term Growth Portfolio - January 2018 Update
Overview
In the past, I have provided a high-level overview section of the Lean Long-Term Growth Portfolio (LLGP). Moving forward, the list below provides investors with the basics of the portfolio:
- LLGP inception date, February 2016.
- 49 holdings under active management.
- Benchmakred against 1,800-plus mutual fund peers.
- Estimated yield at 1.3 percent for 2018.
- Zero-cost transactions via MerrillEdge.
2018 has gotten off to a quick start for equities. The last few days of January, however, have seen increasing volatility, as the markets continue to digest impacts from an increasing interest rate scenario. Naysayers continue to