After being on the watchlist for weeks, IDEX Corporation (IEX) is finally graduating to the real portfolio. IDEX has held steadily inside the rising channel we mentioned when I first expressed interest in the stock. If the trend was going to break, it would have done so by now (in the midst of the market’s [...]

Stocks were up pretty sharply today, as I figured they might be after a fairly bearish post yesterday. It’s hard to not bound after four straight days of strong selling. Just let me reiterate my warning from then… the downtrend didn’t start in a day, and it won’t be halted in a day. Today’s pop [...]

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 [...]