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Portfolio disconnect:: DJIA

Today, it was made clear to me just how much the performance of The Dow means for my holdings: virtually zilch. It's not often that the daily score is actually FLAT, but that's what happened today, with the Dow up by 1.3%. BRUFX made up for the tiny drop in share price in PRWCX, my biggest holding, at 30.6% of portfolio.

..."And so it goes."
http://stereoembersmagazine.com/and-so-she-goes-farewell-linda-ellerbee/

Comments

  • Yesterday the NASDAQ index was lowered while DJIA advanced. It implied tech stocks investors rotated from tech stocks to economic sensitive stocks (value stocks). The top holdings of PRWCX are tech and health care stocks while BRUFX is a value balanced that benefited from the rotation. Having both funds should do well in this volatile time.
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