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Portfolio Update

Portfolio Update: Earnings Rx for Political Pain

Growing turmoil in Washington, DC is giving investors a headache, but robust corporate profits should provide relief. Here’s a look at our portfolio’s latest numbers.

Dominion Moves to Protect Its Empire

But the utility giant leaves DM’s unitholders hanging.

Portfolio Update: In Disruptive Times, Bet on the “Disruptors”

The tech sector is bouncing back from its recent battering, as earnings reports supersede headline risks. Our innovative companies are posting solid operating results.

Portfolio Update: Why Tech Headwinds Will Soon Dissipate

The technology sector has been volatile lately. As I explain, several positive factors are on course to “trump” (so to speak) the negatives.

Portfolio Update: Putting Our Chips on Taiwan

Taiwan Semiconductor Manufacturing is on the verge of becoming the leading powerhouse in chipmaking. Here’s a closer look at this early innovator in “fabless” technology.

Portfolio Update: The ABCs of Alphabet

Google’s parent is caught in the crossfire of the brewing trade war and the deepening Facebook scandal. Here’s a look at the real story behind the headlines.

More Worlds to Conquer

Despite a treacherous market, our companies are still trying to expand their empires.

Portfolio Update: Coping With “Facebook Fallout” and Headline Risk

The Facebook-triggered backlash has snake-bitten tech investors. Here are your latest actions to take, as the breaking news disrupts our breakthrough disruptors.

Portfolio Update: Damn the Torpedoes! These Stocks Are Speeding Ahead

The broader stock market is in treacherous waters. But here’s a look at encouraging developments among a trio of resilient survivors in our portfolio.

Portfolio Update: The Visionaries Behind Smart Glasses

Augmented reality smart glasses represent one of the hottest breakthrough technologies you can find. Here’s how portfolio holding Vuzix continues to dominate the field.

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