|PAST TOP PICK||$142.440||UNKNOWN||DIVIDEND STOCKS AND MACRO STRATEGIES||Yes|
(A Top Pick Dec 23/16. Up 23%.) This has been a great buy. Has reduced his holdings, because the catalysts he was looking for hasn’t happened yet. Two of them were related tax reforms, particularly the possible repeat duration of offshore funds. He is also hearing of delays of iPhone 8. He still likes this. Still at a reasonable valuation.
Portfolio Manager & Wealth Advisor, TriDelta Financial