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.
Only a handful of industries stand to benefit directly from the gradual normalization of US monetary policy, a steady uptick in interest rates and rising equity prices. Life insurance companies will be one of the biggest winners in this environment.
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