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Portfolio Update

Risk Management and Near-Term Upside Catalysts

By Roger S. Conrad, on Apr. 14, 2017

Broadly speaking, our strategy with the Lifelong Income Portfolio centers on buying securities that offer above-average yields and holding them for the long haul—assuming their underlying businesses continue to thrive.

This approach often requires differentiating between near-term hiccups that create a buying opportunity and longer-term ailments that could lead to permanent loss of capital.

Although we remain focused on the long haul, the approach of first-quarter earnings season turns our attention to the potential near-term upside catalysts that could come into play for our Portfolio holdings.

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