In the preceding article we detailed the tremendous upside in gold as inflation gets set to move higher. Now in Growth Portfolio we’re acting on this outlook and raising our bet on inflation by adding two new gold stocks to our portfolio. To make room for them, we’re selling CACI International and Halliburton. Let’s look at the sales first. Both CACI and Halliburton still have excellent prospects, but we own other stocks in the same industries…

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