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Tag: For 2025 I’ve constructed a diversified portfolio that I believe has the potential for long term annualized company earnings growth of at least 10%

  • New year … 65 new stocks 250107

    It’s a new year and time for some new stocks.     I’m still concerned about the distorted concentration of the Cap weighted S&P 500.  In my opinion, the Cap weighted S&P 500 is and has been highly overvalued because of the dominance of the Mag 7 and a few other “big name” stocks.  Not all…