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We’re Tracking 23 Signals Across 10 Portfolio Investing Strategies

Avatar photo Chris Versace on July 18, 2026

Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.

Weekly Roundup: Chip Rout Tests the Market, but Here’s How We Aim to Capitalize

Avatar photo Chris Versace on July 17, 2026

market decline

We raised a few price targets, added to three holdings, and locked in big gains in another.

VIDEO: Assessing the Pressure on 2 Portfolio Holdings

Avatar photo Chris Versace on July 15, 2026

Why Thursday’s TSM earnings report and next week’s July Flash PMI are on our radar.

Digging Into Comments from IBM and JPMorgan Chase

Avatar photo Chris Versace on July 14, 2026

What we find is supportive of AI adoption and usage, and several Portfolio holdings.

IBM and the Market’s Mood: 8 Key Items Shaping the Stock Market Tuesday

Avatar photo Chris Versace on July 14, 2026

IBM CEO

Trump says we’re back at war, June CPI and Warsh on deck, bank earnings, and other headlines are moving stocks this morning.

JPMorgan Lifts Price Targets for 2 Portfolio Holdings as Iran Tensions Rise

Avatar photo Chris Versace on July 13, 2026

Here are the upcoming reporting dates for the Portfolio’s holdings. 

Weekly Roundup: Portfolio Extends Lead, Adds Firepower Ahead of Earnings Season

Avatar photo Chris Versace on July 10, 2026

Stock Market

We locked in gains on three holdings, giving our cash levels a boost as the Q2 earnings season heats up.

June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.

Avatar photo Chris Versace on July 2, 2026

As we extended our lead over the S&P 500, we locked in big gains on several positions, added to new holdings and made other buys.

30 Signals Across the Portfolio’s 10 Themes and Strategies

Avatar photo Chris Versace on June 27, 2026

Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.

Cisco and Ciena Comments Support Our AI-Driven Networking Thesis

Avatar photo Chris Versace on June 23, 2026

Cisco Systems (CSCO)

They also keep us bullish on these Pro Portfolio positions.

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