During the March sell-off, we added to our Gold positions, taking our allocations to their maximum allowable levels. Since early 2016, when we first started adding Gold stocks to our Dividend strategy, GDM is now up 125%, which is 3x the SPX (+38%).
Seeking truth to better inform our decisions and better serve our clients.
Honesty & diligence are the foundation on which we build our relationships.
Listening with intent to understand our clients' needs to achieve their goals.
Critical & objective evaluation of our positions to reach beyond the standard.
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