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.
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.
Seasonality, Politics and the Death of the Momentum Trade
Conditions for a difficult September are in place, but it will also create new opportunities.
China and Iran Push Back on Bessent: 8 Key Items Shaping the Stock Market Tuesday
Boeing’s big win, IPO activity ahead, single-stock ETFs and other headlines moving the market this morning.
Bonds Rallied. Stocks Rallied. Just Not In the Way We Like.
Defensive issues took the lead. Does that mean we could be in for more downside?
Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave
We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others.
July Monthly Roundup: Keeping Our Lead After a Wild Ride
It was a busy month for the Portfolio with multiple buys and price target changes, as well as some sizable profit-taking along the way.
We’re Upping Our Price Target, Downgrading Our Rating on This Holding
A 14% dividend increase fuels our target change, but these factors foster the downgrade.
We’re Tracking 23 Signals Across 10 Portfolio Investing Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.