Tag: Contrarian
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Now overweight in Contrarian VALUE position with purchase of: IBM, GE & INTC
Today I added IBM, GE & INTC to the contrarian or value portion of the portfolio. Bringing that strategy to an overweight position of roughly 36%, just behind International which accounts for 40% of the portfolio. All seven contrarian stocks (DIS, GE, IBM, INTC, SBUX, VZ, WMT), as the name contrarian implies, are out-of-favor…but I…