June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.
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.
Executing Part 2 of Our Quarterly EPS All-Stars Reconstitution Process
Adding two new holdings to the Portfolio’s EPS growth-focused basket, upsizing 4 others
May Monthly Roundup: Sell in May? No Way!
We put capital to work in several holdings, booked massive gains on two others, and added a new candidate to the Bullpen.