• azimmerman47

Next Batter Up

7th Inning Stretch: It's been some time since we last posted to our blog, and we've been busy in our portfolios during that time, adding to our GAME Day, GAME Time, Tilt and Strategic Portfolios in areas we find value in, specifically from individual stocks. In our GAME Day portfolio we sold out of Big Lots! last week and have since entered a position in Omega Healthcare Investors. Similarly in GAME Time, we trimmed our position in GW Pharmaceuticals after news broke that the company was being bought out for over $7 Billion by Jazz Pharmaceuticals causing a significant move higher which we used proceeds to add to current holdings in the portfolio. Liberty Media Corp (FWONK), owner of the Atlanta Braves for another baseball reference, was added to our Tilt portfolio this week to replace Microsoft that was sold last week. This is just like baseball and the idea of the next man up, as we leave one holding there's always another one to add. -The Closer (Tony)

2 views0 comments

Recent Posts

See All

The Name of the Game

7th Inning Stretch - Volatility is inevitable in the stock market and this week has been no exception. Earlier this week, I mentioned the Nasdaq's performance and how it could be a possible indicator

Sticking to the Game Plan

The Closer - Early last week, the Investment Management Team (IMT) decided to trim some equity positions (both stocks and ETFs) to raise cash across different allocations to protect accounts in times

  • Black Facebook Icon
  • Black Twitter Icon
  • Black LinkedIn Icon

© 2020 by Econ Wealth Management