September Monthly Roundup: 5 Focus Areas as Portfolio Keeps Its YTD Lead
We raised cash early, put some back to work late in the month, locked in gains on Meta and kicked off our quarterly EPS All-Stars reconstitution.
Kicking Off All-Stars Reconstitution By Exiting 2 Names
Setting the sun on two holdings as we get ready to bring two new ones into the basket.
Here’s Where I’m Keeping My Dry Powder Safe From Market Headwinds
AI valuation absurdity continues, rates are spiking and housing prices are getting weird.
Weekly Roundup: September Is Living Up to Its Reputation
During the week of challenging developments, we refreshed out shopping list, exited one holding and added to four others.
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.
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.
Lots of Selling in The Others, While Sentiment Sinks
The number of stocks setting new lows rises on the Nasdaq, while skyrocketing on the NYSE. Investors aren’t panicked, but they are showing concern.
Chart of the Day: This All-Star Is Waiting for a Catalyst
Strong EPS growth will help buoy the company through a stormy mortgage market.
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