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)…

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randomguru

Portfolio Manager & Musician

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