Since the previous update, there was a nice Christmas rally and January effect in the portfolios. Read More

This week, we have the latest Best Buys, and I walk readers through some new bond additions to the Income Portfolio. Read More

This week we have a portfolio update, and a number of sector and portfolio news items. Read More

This week, let's take a look at what we might expect in 2023 in the utility sector. Read More

We unveil the latest Best Buys, highlight some option trades on Chevron, and answer a few recent reader questions. Read More

Here’s why we’re so bullish on this integrated supermajor. Read More

We look at NRG Energy’s controversial acquisition of Vivint Smart Home. 
We also look at other portfolio news. Read More

Our objective is to outperform the market, at lower volatility. The portfolios accomplished both goals. Read More

The year 2022 was a mixed bag for our holdings, but overall we did well. Notably, we significantly outperformed the S&P 500 in both portfolios. Read More

I want to wish you all a wonderful holiday season. See you in 2023. Read More