The Wealth Builders Portfolio has delivered an average return of 13.9 percent since its inception in June 2013, topping the 9.4 percent gain posted by the S&P 500. We revisit our investment theses and outlooks for the model Portfolio’s leaders and laggards.
Over the past three months, our Wealth Builders Portfolio holdings have generated an average return of 9.8 percent. We expect this upside to continue; investors should regard any pullback as an opportunity to add to their positions in our favorite names.
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