I agree that valuation plays an important role in my investment decisions. I favor companies that are likely to be undervalued or in the fair value range. I get that information on a company specific level. Sector membership is a part of that company specific level view.
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2022 Portfolio Sector weighting
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2022 Portfolio Sector weighting - by Scooterd - 12-21-2021, 01:37 PM
RE: 2022 Portfolio Sector weighting - by rnsmth - 12-21-2021, 03:29 PM
RE: 2022 Portfolio Sector weighting - by cemanuel - 12-21-2021, 04:08 PM
RE: 2022 Portfolio Sector weighting - by fenders53 - 12-21-2021, 06:21 PM
RE: 2022 Portfolio Sector weighting - by Scooterd - 12-21-2021, 06:38 PM
RE: 2022 Portfolio Sector weighting - by Scooterd - 12-21-2021, 06:42 PM
RE: 2022 Portfolio Sector weighting - by fenders53 - 12-21-2021, 07:09 PM
RE: 2022 Portfolio Sector weighting - by cemanuel - 12-22-2021, 05:16 AM
RE: 2022 Portfolio Sector weighting - by rnsmth - 12-22-2021, 07:50 AM
RE: 2022 Portfolio Sector weighting - by Scooterd - 12-22-2021, 09:13 AM
RE: 2022 Portfolio Sector weighting - by fenders53 - 12-22-2021, 09:12 AM
RE: 2022 Portfolio Sector weighting - by rnsmth - 12-22-2021, 09:41 AM
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