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Q: Hi,

I'm sitting with a 15% gain in Parklawn. I believe I bought on advice read hear so thank you. My question is whether it should continue to be held in a balanced portfolio or if you would exit a 5% position because a better opportunity exists elsewhere? To go one step further, I have done well on Medtronic and might like additional exposure to US healthcare. Could you recommend a) whether to sell PLC and b) what you might shift to if you agree with my alternative above?

Read Answer Asked by Tim on November 18, 2019
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