BAX – Smarter Investing

How we keep our portfolio free of exuberance

Bargains surface during times of market turmoil.

Strategies

How we keep our portfolio free of exuberance

This is a month that tested my investment skills.

Strategies

Investing lessons from the biotech rout

I tweaked the lineup in the Health Care portfolio in August.

Strategies

Why I sold Baxter and CareFusion

It’s one thing to exit the market, quite another to know when to get back in – Robert Freedland (NVS, WNI)

Covestor manager Robert Freedland comments on the big August 2011 downturn.

Strategies

It’s one thing to exit the market, quite another to …

We’ve added these defensive stocks in the healthcare sector – Swan Asset Management (BAX, NVS, JNJ)

Swan Asset Management shares its defensive investment strategy

Strategies

We’ve added these defensive stocks in the healthcare sector – …

Author: Robert Freedland Covestor model: Healthcare Disclosure: Long ISRG, BAX *See important disclosures During the month of February, 2011, the Healthcare model had a decent month, but slightly underperformed the S&P 500. I continued to fine tune the holdings of the Healthcare model and made a few changes into what I […]

Strategies