Government shutdown drama took a toll on the portfolio. Strategies Prosperous September for the Long Term GARP Portfolio
Bonds are at biggest risk from higher interest rates, not stocks. Strategies Stocks will benefit from bond market turmoil
Few earnings reports moved my portfolio's holdings last month. Strategies Sometimes less is more when it comes to investing
Here's the latest on Starbucks, Intuit, British Petroleum and other portfolio holdings. Strategies Long Term GARP model’s lineup delivers
Here's a performance breakdown of the model's major holdings. Strategies Check out the Long Term GARP model’s supporting cast
As the portfolio is full of powerful companies, there are always things happening which are eventful. Strategies The stocks driving our Long Term GARP model’s performance
Iconix has grown its revenues from $30 million to almost $400 million over the last 5 years. Strategies Why I bought Iconix and dispatched DirectTV
Our model has almost 85% of its market value held in 5 holdings: Liberty Interactive, Intuit, Direct TV, Quest Diagnostics, and Starbucks. Strategies The five stocks powering our long-term growth model
Primary 2011 lesson: A conservative company does not equal a safe investment, particularly in uncertain times. Strategies What I learned riding the 2011 market roller coaster
Leif Eriksen shares the list of companies he believes reflect a good balance between value and growth Strategies I’ve gone into lockdown mode; buying Johnson & Johnson, others …