Here's how the key holdings performed.
Sell in May? Maybe not this year
The stock market has plenty of supports heading into the second half.
Sometimes less is more when it comes to investing
Few earnings reports moved my portfolio's holdings last month.
GigaMedia is launching a cloud service and has $100 million in cash
GigaMedia's new cloud business launches this year.
The case for gold right now
It's still a race to debase.
Long Term GARP model's lineup delivers
Here's the latest on Starbucks, Intuit, British Petroleum and other portfolio holdings.
Why cash may be leaking out of bonds and into stocks
Strong capital flows may be heading into the stock market.
Why I'm looking to sell GigaMedia
I've sold half my holdings in GigaMedia and am looking to sell more.
Behind my bullish outlook for BP in 2013
Asset sales should boost BP's operating profits next year.
Check out the Long Term GARP model's supporting cast
Here's a performance breakdown of the model's major holdings.
