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This is a follow-up to my August 20, 2018 article, which included a portfolio review, but not sector information. (Note to non-PRO subscribers: I've avoided writing single ticker articles to prevent them from being paywalled, but SA made the dual-ticker August 20 article an Editor's Pick and paywalled it. C'est la vie.)
The delicate balance between growth and yield
One of my heroes is a 93-year-old retired businessman who each week convenes a group of friends to discuss ideas for stocks to study. I met with the group last week. In our round-table discussion,