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The Rich Get Richer

Simon examines the continued concentration of performance in a handful of (commonly considered) Technology behemoths. He reviews their recent quarterly results and how the optimism is justified, yet cautions investors should maintain portfolio balance. He also makes the case for industrials and the latest addition to the WIG portfolio, Caterpillar. He adds a look at the recent earnings reports from DIS, LHX, and NOC.


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