
Portfolio Activity Q3 2020
When everything sells off, we see that as our opportunity to add holdings that don’t normally “get cheap.”
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When everything sells off, we see that as our opportunity to add holdings that don’t normally “get cheap.”
The five largest components in the S&P 500, collectively represent 21.6% of the index.
While some changes are likely to be long lasting or even permanent, we believe other disruptions from COVID-19 will be temporary