Family Members: Here are links to view the portfolio  
                                        IMPORTANT: Disclosure-Disclaimer  

• Index  (You are here.)
   
• Sort Max Allocation within Business Sector <---  The view we use the most. (All portfolio views updated every four to six weeks.) 
   
• Sort Yield Within Business Sector
    
• Sort by Yield 
   
• Alpha Sort by Company Ticker
   
• Sort by First Purchase Date  (Typically used to see what is new)
  
  
• Investment Discipline          <--- Last update: 2/24/2026  
   
• Portfolio Performance        <--- Updated Annually   

Our short link:  https://is.gd/XPyJP7