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Author: TMFTypeoh Big red star, 1000 posts Home Fool CAPS All Star Global Fool SC1 Red Motley Fool One Everlasting Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 151  
Subject: Re: Core Holdings? Date: 7/31/2011 10:41 PM
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Tylor,

The subject has come up before, and Tim posted his "core" stocks in a previous thread, if one had such a title.

However, with GG, the "core" list doesn't really apply as nicely. Here is the list from memory,(I probably left out some).

PM
WMT
ADDYY
ABB
Rural Boom basket
Chinese Consumer Basket

See what I mean? The rural boom is a combo of several companies, that together make a "core" group of stocks. Thus, it doesn't fit as nicely into the label as other services do. That doesn't mean you can't invest that way.

For good measure, I'll throw in what I consider my "core" GG stocks.

AKO/A
BIP
VEMTF
BLX
ITRN

That's where my global capital is focused. As you can see, STRONG dividends from each of these. I love the nice currency hedge these stocks (and PM), provide. When combined with the (hopefully) great growth stocks in the rural boom/consumer basket, I think 10 years from now I'll be sitting pretty.

We shall see! The baskets have been a wild ride, but I'm here for the long term.

Brian
SA/RB Welcome Fool
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