11/17/16: Portfolio Moves
Third-quarter earnings and a changing near-term outlook for the US economy has prompted us to change our ratings on a handful of Portfolio holdings.
11/04/16: Takeout Order
Take advantage of SunCoke Energy's takeover offer to sell SunCoke Energy Partners LP.
09/21/16: Infoblox Receives Takeover Bid
Wealth Builders Portfolio holding Infoblox (NYSE: BLOX) earlier this week accepted a takeover bid from Vista Equity Partners, a tech-focused private-equity outfit.
09/07/16: Closing out a Hedge
We exit one of the hedges in our Lifelong Income Portfolio.
08/30/16: Two Additions to the Lifelong Income Portfolio
We've added two undervalued stocks to the Lifelong Income Portfolio.
08/10/16: One Upgrade, One Downgrade
A pullback in a name that we a partial profit on earlier this year creates a buying opportunity, while we downgrade one of our tech stocks to a Hold on valuation concerns.
08/03/16: Take The Money and Run
We're taking profits after Analog Device's takeover bid for Linear Technologies Corp.
07/28/16: A New Addition to the Wealth Builders Portfolio
We've added a new stock to the Wealth Builders Portfolio.
07/15/16: Portfolio Moves
Subpar economic growth doesn’t support the S&P 500’s inflated valuation multiples, which have reached their highest levels since the 1999-2000 tech bubble. As part of our ongoing effort to reduce risk, we exit two of our Wealth Builders Portfolio holdings.
06/29/16: Reducing Risk
We take advantage of the rally in energy stocks to exit one of the riskier names in our Lifelong Income Portfolio.