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Portfolio Update

A Strong Start

By Roger S. Conrad, on Apr. 21, 2016

Last year, the Lifelong Income Portfolio took some hard knocks from the collapse in commodity prices, a strengthening US dollar and the Federal Reserve’s stated commitment to raising interest rates.

However, our Portfolio is off to a much better start in 2016. In fact, all but one of our equity holdings have generated year-to-date returns that beat the S&P 500’s gains.

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