People Think Market Breadth Is So Good. Why Are the Breadth Indicators So Bad?
Rather than rely on anecdotal evidence, let’s take a look at what matters, the indicators.
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