Portfolio Update For April 21
With so much focus on large-cap stocks over the past decade, the recent shift in focus to small-caps means we could see a gigantic wave of investor money flow from one category of stocks to another. Our mission is to find carefully selected small-cap stocks that create wealth and have long growth runways that rise much more than their indices over multi-year holding periods. For now, Dan provides guidance on all the open positions in our first portfolio review.
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