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December 2007



What, how and why?

December 31, 2007 – Comments (2)

I am a investment advisor in the Milwaukee & Phoenix markets.  This portfolio isn't a trading portfolio and I won't be checking it daily.  Weekly if I am lucky.  Currently, as of New Year's 2008, my clients own about 15 stocks out of the included universe.  I prefer to own 20.  Our cash holdings are low double digits, between 10-20% dependent on client risk tolerance, time horizon, income needs, etc...  [more]

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