DXCM - Lean Long-Term Growth Portfolio - Year-End 2017 Update
Overview
The Lean Long-Term Growth Portfolio (LLGP) was created in early February 2016. The objective of this portfolio is for long-term capital appreciation and will include both companies that pay dividends and those that do not. 2017 finished the year with 0.9 percent dividend yield, with the expectation for 2018 to marginally improve. Over the long-term, yield may become a higher priority.
There are currently 46 individual stock holdings under management — with four new positions added during December. As the portfolio is still in its early stages, management strategies are still looking to find