Read here for an update on Fundsmith's latest 13F portfolio shifts with reduced major stakes, new small positions, and notable disposals...
Continue ReadingNvidia Corporation's Q4 earnings beat expectations, driven by AI chip demand and strong growth prospects. Check out my NVDA stock post earnings update...
Continue ReadingAlphabet stock has seen volatility, thanks to U.S.-China tariff disputes and various legal battles. Click here to find out why I rate GOOG as a Hold...
Continue ReadingMagnificent 7 stocks have seen notable declines, with Tesla being the most bearish, impacting the MAGS ETF. Click here to find out why MAGS ETF is a Hold...
Continue ReadingAppLovin Stock Sinks After Two Short Reports...
Continue ReadingAs Nvidia, Google Feel The Heat, This Stock Sets Up — With One Telltale Clue...
Continue ReadingDuring the fourth quarter, the Equity Income Portfolio underperformed the CBOE BuyWrite Index by 5.50%, delivering a gross return of 0.28% (-0.05% net) compared to the BXM return of 5.78%...
Continue ReadingFor the quarter ended December 31, 2024, the SMA outperformed the Index on a gross-of-fees basis due to favorable stock selection. Read more here...
Continue ReadingInstitutional Class shares of Columbia Seligman Technology and Information Fund returned 8.03% for Q4 2024. Click here to read the full commentary...
Continue ReadingEquity market performance in the fourth quarter was in many ways a microcosm of the past two years. Read more here...
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