Over and Under the Radar

Description:

This portfolio looks to combine undiscovered, rapidly growing, or otherwise speculative companies that my research tells me need to be higher with more traditional value plays with strong payout ratios, impressive buybacks, strong fundamentals and strong balance sheets. The thinking is to get the best of both worlds. I don't see why an investor cannot utilize both value and speculation in the same portfolio at the same time. Depending on where we are in the economic cycle both domestically and globally the portfolio will be adjusted to what I believe to be the optimal blend of both investment types the portfolio uses.

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