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If this year is like every other year, we will hear all sorts of guesses involving turnarounds, emerging technologies, and wild guesses about how the markets will play out in 2021.
I love turnarounds and emerging technologies as much as the next guy.
If I can find those opportunities throughout the year, I'll bring them to you right away.
However, for the core of our 2021 portfolio, we want to own the stocks with the very best fundamentals and powerful tailwinds from existing long-term demographic, economic, and social trends.
These are the stocks that should deliver substantial gains no matter what new brand of madness the world brings us in 2021.