Our CEORater portfolio of quality Technology names is up significantly year-to-date versus the benchmark.
Recall the CEORater mock portfolio is a concentrated, equal-weight portfolio of quality Technology companies that employs a “buy and hold” strategy over the long-term.
The CEORater portfolio is up 647 basis points versus the benchmark (S&P NORTH AMERICAN EXPANDED TECHNOLOGY SOFTWARE INDEX, tkr: SPNASEUP), and is up 23.0% year-to-date. See the table below for the list of Technology company holdings across multiple sub-sectors.
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