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Managing Your Portfolio-Challenging a Stock
Mark Robertson has just posted the latest "bivio dozen", 12 stocks which meet the Manifest Investing criteria for high quality and high projected return.

He also has published a great article showing the thought process used to "Challenge" one of the older holdings and replace it with a new one. I think you'll find this might give you some great ideas to use to develop your own portfolios.

http://tinyurl.com/4km27dg

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Laurie Frederiksen
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