Weekly Roundup: Oil, Yields and AI Jitters Make for a Choppy Climb
We added to one holding while our concern for higher energy prices starts to play out.
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.
Weekly Roundup: Waiting for the Market to Show Its Hand
During a volatile week, we updated the Portfolio’s shopping list, and locked in a sizable tech gain.
Taking a Look at Our Senior Housing Play as Construction Loans Climb
The rise in interest rates has knocked down REITs, but we still see a powerful tailwind for this one.
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.
Bank of America Sends Interest Rate Warning: 8 Key Items Shaping the Stock Market Tuesday
Amazon’s Prime Big Deal Day news, crypto’s big vote and other headlines moving the market this morning.
26 Signals Across 9 Portfolio Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Locking in Gains on a Construction Play as Rate Concerns Mount
We are also downgrading the rating ahead of tomorrow’s August CPI report and next week’s Fed meeting
We’re Tracking 28 Signals Across 8 of the Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Maintaining Our Lead With a Telling Week Ahead
We exited one holding, and added to three others, upgrading one of them along the way.