For his Mid-Cap Fundamentals portfolio, Covestor model manager John Ballard uses a long term buy-and-hold strategy. Ballard averages 19 trades per month, and this portfolio’s current top holdings include Markel Corp (MKL), Activision Blizzard (ATVI), Apple (AAPL), Retail Opportunity Investments (ROIC) and Seabridge Gold (SA) (as of end of day […]
SA
2 posts
Author: John Ballard Covestor model: Mid-Cap Fundamentals Disclosure: Long ACTI, MKL, AAPL, ATVI, NFLX, AMZN, ROIC, Y, SA, PHYS * See important disclosures In February I liquidated several small positions that I considered, overall, somewhat speculative. They were my least favorite ideas and therefore were the first to go as […]