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francisofascii | 11 days ago

So 60% of this portfolio is in just 4 stocks? Apple, American Express, BofA, and Chevron. Didn't expect that.

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bossyTeacher|10 days ago

Core America. World banking, world payments, oil/gas and tech. Maybe Apple's one is a bit too ambitious and the oil/gas tech makes sense only for now as there doesn't seem to be anything that reliable in the renewables space in terms of stock.