Do You Have a Portfolio Strategy That Follows the Value Through the Economy?

The portfolio is heavily invested in what you might call it new economy sectors. It does tend to own new economy setters, but it does so in a way that's still very cognizant of price. The value index doesn't hold any thing stocks, does not hold any technology stocks. And more importantly, if you look at things thate are indeed divided by price, or pe tes divided by price,. intangible value ratios, the portfolio is like two x as attractive as either the s n p, the rusto one thousand value or the rust one thousand growth index.

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