Last issue we discussed the strong possibility of this transition. Now we are pretty sure it has taken place. The equity model portfolio is adjusted accordingly, eliminating the remainder of our Super Cyclical holdings and building positions in “Gilt Edged Growth Stocks.” We have also constructed a new index by which to track and evaluate 25 of the best.
May
03
1984
A Timing Move from Cyclical to “Gilt Edged Growth”
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