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Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave

Avatar photo Chris Versace on August 7, 2026

Surfing. Catching a wave

We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others. 

We’re Initiating New Positions in 2 ETFs

Avatar photo Chris Versace on August 5, 2026

Stocks, Buy and Sell

Following our cybersecurity strategy, we’re bringing new end-market exposures to the Portfolio. 

Supply Shortage Takes Bite Out of Apple: 8 Key Items Shaping the Stock Market Friday

Avatar photo Chris Versace on July 31, 2026

Apple stock (AAPL)

Euro-area inflation rises in July, Amazon soars, SpaceX-Tesla chatter, and other headlines moving stocks this morning.

Why I’m Eyeing Prices, Biotech and AI in Q3

Avatar photo Bret Jensen on June 29, 2026

As the second quarter skims some froth off the technology trade, let’s see why these three areas are key to watch in Q3.

Going Back to the Well in a Sector That’s Working

Avatar photo Bret Jensen on June 28, 2026

Pharma, Biotech

After years of underperformance, biotech is finally catching a nice bid. Here’s my strategy on a name showing promise.

This Biotech Could Become a ‘Sleeper’ Hit

Avatar photo Bret Jensen on June 22, 2026

Biotech stocks

Let’s look at this rising biopharma name working on several neurological condition treatments.

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