Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Trimming Freeport-McMoRan (FCX) in Secular Trends Portfolio; Thanks For the Crazy Ride

The next few trading sessions will constitute what is, for me, a rash of trading as I adjust the allocations within the Secular Trends Portfolio. For readers who have been wondering why it’s been so quiet around here, I offer my apologies for not being able to speak with you more frequently.
I took on some [...]

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Read more on Freeport-McMoRan Copper & Gold at Wikinvest

Outline of Sector Allocations in Secular Trends Portfolio (Industrials)

In line with ramping up purchases for the Epiphany Investing Secular Trends Portfolio, I want to outline how I see sector allocations panning out. As a reminder, here are the overarching goals and directives of the fund:

Respect - but not be a slave to - sector representation in broad market benchmarks.

Arrive at each holding through [...]

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Read more on How To Invest at Wikinvest