Why China Is Throwing Its Support Behind This Chipmaker
The ‘national team’ has stepped into the markets to stem the slide in A shares, propping up stocks ahead of a memory-chip maker’s listing.
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
We’re Enacting Part 1 of Our Quarterly EPS All-Stars Reconstitution Process
We will trim two basket residents and close out two others, locking in big gains along the way.
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.