There’s a fine line between being stubborn and having faith, and Dynegy (DYN) has pushed us to that line. We’re going to go ahead and cut the stock out of our portfolio; sell it if you were in a position based on our recommendation.
Though I can probably stomach more volatility than anyone, nobody wins if [...]

I was finally able to create the charts and portfolio tracking method I wanted to that also generated (automatically) the sector, style, and market cap allocation charts we need to constantly monitor. The first visualization of that data is below.
Though somewhat academic on the surface, don’t underestimate the meaning and purpose of these charts. While [...]