Portfolio, page-139

  1. 16,507 Posts.
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    @andy777 ,

    Pursuant to discussion about companies in the financial advisory/wealth management sector, these are the ones I own:

    DVR
    SEQ
    PFG

    I have owned IFL in the past (unsuccessfully, I might add) but I continue to actively follow the company with a view to owning its shares again at some point (its appeal, compared to those listed above, is that it is a very liquid stock, so relatively easy to establish a meaningful portfolio position)

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