Weekly Roundup: Peace Deal, Warsh Arrives, and the Portfolio Moves Ahead
We closed three positions, began a new one, and added to two others. Plus, we look ahead to the potentially most impactful earnings report next week.
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.
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.