I’ve sold half my holdings in GigaMedia and am looking to sell more.
Asset sales should boost BP’s operating profits next year.
Here’s a performance breakdown of the model’s major holdings.
The holdings that drove the model’s growth.
As the portfolio is full of powerful companies, there are always things happening which are eventful.
Money management is always full of second guessing, and I am no exception.
Patience has started to resolve whatever questions investors have with this model.
Corelogic and Digital Globe reported better-than-expected earnings and that bodes well for this Covestor model.
Management reported earnings in May and I finally heard a tone that makes me think they are on the right track.
The portfolio holds companies which are strong financially and may benefit from the continued weakness in the equity markets.