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Portfolio Update

Taking Action

By Elliott H. Gue, on Oct. 21, 2015

Over the past 12 months, we’ve sold 11 stocks from the Wealth Builders Portfolio, booking gains on eight picks and taking our lumps on three ideas that didn’t work out. We’ve also added eight positions, shrinking the Portfolio’s size by three stocks.

Our growing concern about the potential for a bear market in US equities has prompted us to take advantage of the recent bounce to pare the portfolio even more.

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