Dear friends of Purple Chips,
We are making changes to the US holdings to get closer to our plan of owning more Deep Purple positions.
We are trimming off fairly valued companies in favor of replacing them with undervalued companies.
Today, we sold all Accenture ($260.67), Amdocs ($80.38) and Stryker ($215.80) and bought a 2.5% (Regular weight) position in Alphabet / Google at $99.90.
More details to follow in the next weekend video on Saturday, October 30.
SOLD ALL ACN, DOX, SYK, BOUGHT GOOGL
If you have any questions about this or about Purple Chips, please contact the Purple Chips team at (514) 983-1178.