Portfolio & Ratings Update
Dear Subscriber,
We are happy to announce that our Small Cap Portfolio is already up 31% this year and has returned over 300% since inception in 2006! In contrast, its benchmark the S&P 600 Total Return index has only returned 29% since 2006 and under 11% this year.
Below is a list of new stocks added to our portfolios:
Small Cap Portfolio:
MPR
PATR
Mid Cap Portfolio:
BED
Large Cap Portfolio:
SIAL
BECN
GPC
CNO
UTIW
CMS
Click here to see all portfolio holdings.
Stock Ratings
As usual, at the beginning of every month we've updated our Investment Ratings for over 7000 stocks in our database. Given
current market conditions, we continue to stress only owning stocks that our Rating
System rates and a buy or better.
Investment Insights
We continue to update our blog with thought-provoking investment ideas. We included a few links to some of the more popular articles below:
