No. of Recommendations: 0
Imagine: You are holding all cash. The market resets to 2009 valuation levels. Jim's bottom detector fires. You can buy only 5 holdings, which you intend to hold for most of the next secular run. What do you buy?

I know Jim is going to load up on BRK. Many will want to own RSP. Maybe VT goes in there? What else?
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