Portfolio Update
Portfolio Update
A New Holding & Updated Performance
Table of Contents * a. Updated Performance vs. the S&P 500 * b. New Holding * c. Portfolio Management Strategy Snapshot * d. Updated Portfolio a. Updated
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Portfolio Update
Portfolio Change & Performance Updates
Table of Contents * a. Updated Performance * b. Portfolio Change * c. Portfolio Management Strategy Snapshot * d. Holdings a. Updated Performance Year-to-date is off to a good
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Portfolio Update
Portfolio & Performance Updates
Table of Contents * a. Updated Performance * b. Portfolio Changes * c. Portfolio Management Snapshot * d. Updated Holdings a. Updated Performance b. Portfolio Changes
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