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Fresh off Thursday’s Open Forum reviewing the past month’s activity and coverage at GeoInvesting, there are a few clips that we feel are important, being that they are related to one of our main topics covered in the July 9, 2023 Weekly Wrap Up. They encompass the need for an assessment of our model portfolios and holdings.

Model Portfolio Review

Last week, we commenced a comprehensive review/clean up of Geoinvesting’s Model Portfolios, originally launched in 2016. We began this task by first looking at the Select Longs Model Portfolio and our Reasons For Tracking (RFT) stocks.

Given a new RunToOne R21 pitch shared by Rich Gomes, CEO of Pipeline Data, LLC (which we will share tomorrow morning), it’s a good time to perform a Model Portfolio review on the R21.

I want to get this portfolio ready for new blood, since I am seeing a good amount of fresh, timely, candidates in my research pipeline. In case you missed it, a month ago we added a company that develops and provides remote asset monitoring and tracking products and services for commercial, industrial, and consumer applications in North America, and its already gained 33%…

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