I really hope you didn’t follow the flawed “sell in May and go away” strategy I warned you about last month . Because if you dumped all your stocks on, say, May 1, you’ve already missed out on a 1.5% rise in the S&P 500. That may not sound like a lot, but that period saw some nice gains from recommendations I gave you earlier this spring, like Apple (AAPL) , one of my top picks for a retirement portfolio , which jumped 6.5%; Allied World Assurance (AWH) , up 4.2%; and senior care provider Ventas, Inc. (VTR) , up 6.8%. I still like all three companies, particularly Allied World, which still trades at just 94% of book value. The problem? With S&P 500 trading at an overstretched... Read more