Dirty Dozen, Long Only Portfolio, End of September 2017

Added on by C. Maoxian.

One change this month, getting long Amgen (AMGN) tomorrow (Oct. 2). Why sell it at $139 last November only to buy back at $186 this October? Good question ... and the reason why buy and hold (and forget about it) is so compelling. But look at the exits on Chipotle and Gilead and Starbucks and Twitter ... I don't always get it so wrong. 

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