
A Check On Commodities, Markets, The Economy
Bloomberg Intelligence
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Adding a Defensive Stock to Your Portfolio This Year
Saivert: If you 're looking to add defensives or growth stocks into your portfolio this year, the time to do that was really in the first quarter. For instance, american tower and cosco have both appreciated by 50%. And a three names that we came up with that we added to our client's equity portfolios last month were sales force, booking holdings and berkshire hathaway.
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