The portfolio summary has been updated. The portfolio has a projected average return of 15.0% and a quality rating of 71.4 (out of 100). Three stocks with relatively low PAR are ORLY (7.4%), PDCO (10.1%) and BRO (10.8%). These might be candidates for replacement with companies with higher PAR values.
The portfolio is diversified across five industries but with most of the holdings in four industries. The portfolio has some redundancy in the financial sector (banks – FITB and CBH ), healthcare sector (drugs – PFE and AMGN) and information technology sector (chips – MXIM and LLTC). See diversification report.
Several other NAIC reports are helpful in reviewing a portfolio. See Portfolio Evaluation Review Technique (PERT) Report (sorted by total return), and Trend Report (sorted by percent of portfolio).