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Portfolio Spotlight: May 2026
May continued the positive sentiment that returned to the markets after the spring correction. Investors remained focused primarily on AI, technology and growth companies, while concerns about inflation, interest rates and geopolitical tensions temporarily receded into the background. The S&P 500 index continued to rise and further improved its...
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I reduced my positions in MSFT and CTAS. I added to TSM, NDAQ and some insurers. I’m considering buying GRMN.