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  • However, a company is a good investment only if it is purchased at the right price.As of September 30, 2009, this is the sector allocation of the firm???s $56+ equity portfolio:Industry2009-06-302009-09-30 Technology30.9%30% Financials3.7%3.8% Utilities0.2%0.2%Telecommunications0.3%0.2% Consumer Services12.3%13.1% Health Care25%23.8% Consumer Goods3.2%3.8% Industrials11.3%12.2% Basic Materials4.5%
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