Investing Topics: Portfolio Update

Volatility and the Market Cycle

By Elliott H. Gue on Feb. 17, 2018

The return of volatility to US equities doesn’t mean that a bear market is imminent.

Yieldcos Reboot

By Roger S. Conrad on Feb. 17, 2018

The Lifelong Income Portfolio has migrated to sister-product Deep Dive Investing’s Idea Vault. For our Portfolio readers, we run through additional Idea Vault members that may be of interest.

Q4 First Reporters: Favorable Portents

By Roger S. Conrad on Jan. 28, 2018

It’s another earnings reporting season for Lifelong Income Portfolio companies. We take a look at the first two to report, and examine how these results foreshadow those that remain.

Mining 2018: Selective Strength

By Yiannis G. Mostrous on Jan. 12, 2018

Miners who control costs, even more so than increasing production, are the ones who will do well in this current cycle, especially with China’s expected slowdown. Our favorite of the bunch remains a key Wealth Builders Portfolio member.

Portfolio Clean-Up

By Elliott H. Gue on Jan. 10, 2018

Continued market strength makes dips an opportunity to buy on the long side. However, sector and company specific developments lead us to sell a couple Wealth Builders Portfolio members and add one.

Value Follows Economic Growth

By Elliott H. Gue on Dec. 27, 2017

Sector rotation tops our list of what to watch, and we take advantage of current prices to sell one Wealth Builders Portfolio member and reiterate a buy on another.

Some End-Year Sales

By Roger S. Conrad on Dec. 20, 2017

With this bull market on the verge of year ten, even the most selling-averse investor needs to shift strategies, at least slightly. We have three easy steps, as well as a few Portfolio updates to share.

Making Moves

By Elliott H. Gue on Dec. 10, 2017

Our bullish outlook for the energy and financial sectors support higher buy targets for three of our Wealth Builders. We also swap our lone consumer-discretionary position for a name that offers a better risk-reward proposition.

Buying Bonds in a Sellers’ Market

By Roger S. Conrad on Dec. 5, 2017

In the bond market, however, it’s still all about supply and demand. Investors who must buy still greatly outnumber companies that must sell. The result is limited availability of attractive bonds.

Tis the Season

By Elliott H. Gue on Nov. 22, 2017

Since 1950, the S&P 500 has logged a positive return between Nov. 15 and the end of the year 82 percent of the time. There are, however, a few measures we’re watching for weakness and opportunity.

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