PPAL - XLK: The Tech Sector SPDR ETF - Overweight Apple And Softie No Google

• The technology sector has come roaring back after a market rotation earlier this year from growth to "value" proved to be a head-fake (as I had previously suggested it would).
• Unfortunately, XLK doesn't hold Google (which is up 60%+ YTD). But it does have a 43.5% allocation in just two stocks: Apple and Microsoft, both of which are free-cash-flow kings.
• The XLK has an excellent long-term performance track record and should be considered by investors as a long-term core holding for exposure to leading tech stocks.

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