Tuesday, October 15, 2013

Stocks that I have Sold or am selling

Stocks I am selling or have already sold

One reminder---under our Buy/Sell discipline, our Portfolios only Sell one half of their position as long as the underlying fundamentals meet the criteria for inclusion in our Universe.


The Dividend Growth Portfolio Sold Half of its General Mills position in February 2013 at $41.  The lower boundary of its Sell Half Range is presently at $43.



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