They are all there. Our portfolio is designed for long term holds. We are not a day trading platform. Rather we try to build a balanced portfolio aimed to achieve long term returns (3 to 5 years) that out perform the S&P. Some holdings are purchased for their dividends as this is a critical component of our long term strategy. At times, our picks achieve their target exit price quickly (on less than 1 year). We are opportunists meaning we do tend to have cash available for buying during the "on sale months" of April through typically the end of October and then we do normally see exit prices hit in December. A few of our picks are "special situation" companies meaning they are in restructuring mode. The weightings we suggest are critical to achieve the desired balanced risk profile of the overall portfolio.