"Before you ask, there is nothing extreme about 5% of my 'alternative' assets.†...

Group 1 - Apple Inc. remains one of the largest companies globally despite facing challenges such as tariffs and missing earnings [2] - The company has announced that tariff costs for the next quarter are projected to be $900 million [2] Group 2 - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy, which includes analyzing 10Ks, analyst commentary, market reports, and investor presentations [2]