So SOL is a more concentrated pick that an ETF meaning your...

So SOL is a more concentrated pick that an ETF meaning your going to be more reliant on a far smaller group of companies to perform. If you take a look at their most recent presentation you'll see that while they have a lot of smaller investments TPG/NHC/BKW make up about 65 percent of the value of the company. Your basically backing the experienced management team to outperform the index in the long term (Which they have done over the last 40 years). Their also extremely conservative so a general rule will outperform in down times and continue to pay dividends (which they've done so far in this recession) but take less risk and underperform in boom times. I hope this helps!