Are You Getting Heavy Groat Stalls in Your Portfolio?

i would just suggest that you review all the companies in your portfolio and decide if you have a strong conviction in those going forward. Forget about the price for a second. Really ask yourself if you see these companies growing and performing well over the next five plus years. This will help you determine whether to stand pat, add to your position, or trim or sell some positions completely. The other thing i would suggest reviewing is your overall approach to see if you still have conviction in your actual approach. In my opinion, it really looks like your heavy groat stalks. And i'm not saying this is a bad or a good thing. But being heavy in groat Stalks will definitely mean