The portfolio we created in December has turned around tremendously. The annual rate of growth since the time of purchase is now 4.8% and add to that a dividend yield of 5.5% and we have a return of 10.3%! Now if you break it you fix it, and if you fix it you can claim its yours. The question of a DOW 5000 may still linger but the turn is truly amazing. The DOW would not reflect this because of the weighting or lack thereof of the financial stocks. This portfolio is all core. We will continue to watch but so far so good!
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