…an independent advisory firm building wealth with active portfolio management

Author: John Pugliano

  • More Stocks- Industrial theme 240625

    As we come to the closing week of the 2nd Quarter and 1st Half, institutional investors are rebalancing their portfolios.  The enormous runup in a handful of AI stocks is generating more rotation than normal.  Expect Friday’s volume to be huge. Today I added more positions, mostly in the Industrial sector.  Stocks purchased today include: …