Analysis of a Conservative Stock Portfolio

Analysis of a Conservative Stock Portfolio

The following is a portfolio from the Western Sage Equity Fund, and is a good example of a more conservative-style stock portfolio.

At +35% I think this one is doing well. And the portfolio is well-diversified. Nothing too risky, and these are all top corporations that have been doing business for a long, long time.

Stocks Invested: Visa (V), Home Depot (HD), Lockheed Martin (LMT), Apple (AAPL) and Boeing (BA)…

randomguru

Portfolio Manager & Musician

You must be logged in to post a comment

Western Sage Equities
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.