VTV

Portfolio Update: Disciplined Growth, Income Equity

Portfolio Updates: You’ll notice both the Income Equity and Disciplined Growth Portfolios have been updated for November. Many of the “Buy Under” prices have been updated to reflected changed market conditions (mainly interest rate hike impacts and quarterly earnings results). There were several rebalancing trades (and one new purchase) in the Disciplined Growth Portfolio, and no new purchases or sales in the Income Equity Portfolio. Rebalanced positions are shown in red (reduced) or green (increased) fonts, and new buys and complete sells are reflected in red (sells) and green (adds) highlights.