The 2 for 1 portfolio is up 30% for the year so far. It’s very likely one of the five companies announcing a split in November will be added to the portfolio later this month. Those five companies are Fiserv, Inc. (FISV), RLI Corp. (RLI), BorgWarner Inc. (BWA), Medidata Solutions (MDSO), and Papa John’s International (PZZA).
