2nd Quarter Portfolio: (In order of weighting)

UTX

VFC

CL

TRNO

HSY*

WWAV

MNST

DEPO

OA

CELG

* Given its over price(changed my mind-hopefully not influenced by monetary policy) reentered with a 3/4 position for growth in both secular trends(world market & technology changes) and economic back drop(all stocks over priced due to monetary policy and consequent alternatives; and, branded goods preferred in rising interest world(long term-forthcoming).

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