Week 1 -2 (Aug. 1 – 15): There are changes to my personal portfolio from July. Specifically, I’m dropping EPR and CCMNX and adding PHD and BSL. These changes are now reflected in the updated portfolio. Most stock analysts are weak at Open Economy Macroeconomics and tend to look only at the initial static effect… Continue reading August Stock and Fund Picks
Tag: Stock Recommendations
July Stock and Fund Picks
Week 1 (July 1 – 5): As opposed to just kicking the can down the road and giving the Chinese spy company Huawei a life-line, the bullish bias in the market has interpreted the trade truce with China as an actual trade deal . As you know, I’m not in favor of doing any business… Continue reading July Stock and Fund Picks
March 2017 Stock Pick Performance
March Stock Picks the market again . . . just like in February! Base stocks were minus 1.66% for the month but outperformed the Dow, which was down 2.14%. The S & P 500 was down 1.39% and the NASDAQ was up 0.13% for the month of March. Nothing stellar here as the Trump bump… Continue reading March 2017 Stock Pick Performance