WE DO NOT MIMIC THE INDICES

April 26, 2024

Dear Friends,

Happy Spring. With the days getting longer, warmer and sunnier, the spirits of many of us also rise. I thought to share this Radio Shack commercial for portable phones made in 1987. It shows how the optimism and hope of equity-based innovation is alive and well!

https://www.youtube.com/watch?v=Tjh6YsrhoE8

As my friend and mentor always says; “Optimism is the only realism.” We have come a long way from $2000 cell phones!

Diversification reduces volatility and helps you grow your portfolio slowly but surely. We never mimic the S&P 500, or any other index. The reason is that we have a little bit of everything from those indices to grow your portfolio in a more controlled fashioned than if we had it all in one index.