26 Signals Across 9 Portfolio Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: A Good Week to Lose Less as Market Stumbles
During a week of outperformance vs. the S&P, we closed out one holding, locking in substantial gains that rebuilt our cash position.
We’re Tracking 28 Signals Across 8 of the Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Maintaining Our Lead With a Telling Week Ahead
We exited one holding, and added to three others, upgrading one of them along the way.
August Monthly Roundup: Maintaining Our Lead Through the Ups and Downs
We initiated three positions, added to several others, and locked in massive gains along the way.
Chart of the Day: Arista Networks Continues to Fight
It sure seems a breakout is imminent, but there is solid resistance just above.
New Nvidia Price Target After ‘Compelling’ Data on AI Infrastructure Complex
Here’s where would we add more NVDA shares.
We’re Tracking 23 New Signals Across Our Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
We’re Tracking 27 Portfolio Signals Across Our Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: An Electric Week for the Market Was Also a Great One for the Portfolio
We added to one holding this week, and locked in outsized gains for two others.