Portfolio Allocations and Weights

How Client’s Are Positioned for Q4 ’18

October 15, 2018

Since this blog’s last update on portfolio positioning in early July ’18, the weightings of the positions have changed little in the last three months. With the creation of the Communications sector, Technology’s sector weighting has fallen to 20%, … Continued

Current Portfolio Positioning Heading into the 2nd Half 2018

July 1, 2018

By Brian Gilmartin

As a long-time believer in the “sector” approach to investing, watching Technology and Financial’s lead the bull market of the 1980’s and 1990’s and then watching those two sectors get taken to the woodshed – first Technology in 2001 and … Continued