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M*: Russ Kinnel: My Top 10 Holdings

FYI: Over the course of a year, I share a lot of investment ideas. I can't invest in all of them, though, so I thought I'd take some time to share what I actually own.

My portfolio doesn't change much. I added one fund in the past 12 months. Yes, there is overlap among my funds, but I have three different account types with overlapping goals.

My selection philosophy is the same one I've spelled out before: Invest for the long term in a balanced portfolio and don't let events throw you off course. Most of these funds have been in my portfolio for at least 10 years--some more than 20.
Regards,
Ted
http://www.morningstar.com/articles/867401/kinnel-my-top-10-holdings.html
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