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.
Taking Stock of the Weakness in Seagate Technology
We’ll follow the EPS All-Stars rules and regulations, but here is what others are saying.
Completing Our Quarterly EPS All-Stars Reconstitution With 8 Buys
We’re adding two new holdings to the Portfolio’s EPS growth-focused basket, and upsizing six others.
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.
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.
Our All-Stars Basket Crosses into the Black
Consensus EPS targets for the holdings point to more upside ahead.
Weekly Roundup: An Electric Week for the Market Was Also a Great One for the Portfolio
We added to one holding this week, and locked in outsized gains for two others.
Chart of the Day: SiTime Clocks in Some Bullish Moves
This EPS Diplomat name had a tremendous move last week and continues to hold the pop.
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.