…an independent advisory firm building wealth with active portfolio management

Category: 1. Trades

  • Putting extra cash reserves to work- bought: COF, CSCO & ALK

    I’m keeping the majority of my cash reserves available for the right entry point into the Energy/Oil sector. That being said, today I took advantage of some market weakness for myself and for portfolios that I manage which are holding high cash positions (primarily new clients over the past six months). Continuing this year’s model…