@Shergasmic ...interesting spread of stocks, YTD is nice. Definitely a US Big cap bet. All those holdings do well in a low rate environment. Remains to be seen if they can do well with Powell hinting the cuts are done. Not everyday you see big pharma and SBUX together! Caution in when rates go up or the latest “healthcare for all” plan comes out. Drug prices in the crosshairs for any reforms.
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