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Meridian Capital Notes

How the three portfolios fit together

Dividend Compounders is the income engine. Growth Leaders is where I take concentrated risk on a few platform businesses. All-Weather is the shock absorber, with gold, cash and a small bitcoin position. You do not need to copy all three. Most people should pick the one that matches their time horizon and stick with it.
Meridian Capital Notes
Meridian Capital Notes
Analyst: Elena Marsh