It is written that “in the spring, a young man’s fancy lightly turns to thoughts of love.” But we find that springtime may be less about falling in love with stocks and more about doing a bit of spring cleaning that injects some “new merchandise” with fresh potential into investors’ portfolios.
Sometimes that means getting rid of old, laggard holdings and recycling that cash into newer, fresher opportunities that are less overplayed and which investors are either unaware or skeptical.
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