The portfolio has regained its footing. Strategies Lineup changes for the Growth and Momentum portfolio
Mid-cap valuations are less stretched; earnings are strong Strategies Strong earnings and good valuations power mid-caps
Covestor Manager Freedland looks back on his record. Strategies Looking back on almost five years with Covestor
Commentary from Mid Cap Quant portfolio manager Jane Edmondson. Strategies Mid-cap tech stocks are heating up
The government shutdown, debt ceiling drama and weak economy were a challenge. Strategies Trading through a perfect storm
We cut loose under-performers and picked up J.M. Smucker and Financial Engines. Strategies Spring cleaning time for the Growth & Momentum portfolio
Two-fold strategy:Search for the very best companies to own and dump under-performers. Strategies Staying nimble ahead of year-end risks