Tracking 26 Signals Across 11 of Our Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Portfolio Maintains Lead as Select Holdings Do the Heavy Lifting
We added to three holdings and started a new position during a roller-coaster week for the market.
Weekly Roundup: How We’re Navigating the Fed’s Hawkish Pivot and Iran Risk
We locked in big gains, raised a few price targets, and extended our lead over the S&P 500 this week.
New Price Target for This Construction Name After Promising Spending Update
Why we’re not pulling the trigger on the shares just yet.
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.