Simon shares some timeless investing lessons that resonated with him again this year. He looks at the current state of the stock market and what has been left behind. Specifically, he examines the historically extreme underperformance and underweighting of the Healthcare sector within the S&P 500 and international stocks more broadly. He also suggests taking a fresh look at commercial real estate and reviews the investment cases for FRT and PLD.
WIG Stocks: PLD, FRT
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