Hidden Gems Pies
I was touching up a tracking spreadsheet I keep for my work at Motley Fool Hidden Gems.
In the past, the service model didn't pay much attention to things like sector and industry allocation. With the change to our real money portfolio, we do pay attention to those aspects of asset management. Although our $250,000 is still mostly in cash, the tables blow provide a sector and industry breakdown on a couple of our lists of stocks. The first is a sector breakdown of the current portfolio candidates (past picks and new candidates, which are vetted and eligible to get real money in our portfolio.)
The next one is a sector/industry breakdown of our equity holdings (not including the cash).