Model Portfolio Update

Increasing one position and adding a new name.

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Value Situations is NOT investment advice and the author is not an investment advisor.

All content on this website and in the newsletter, and all other communication and correspondence from its author, is for informational and educational purposes only and should not in any circumstances, whether express or implied, be considered to be advice of an investment, legal or any other nature.  Please carry out your own research and due diligence.

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Following Q1 earnings releases and share price declines for two names I cover this past week, I’ve made some changes to the Value Sits Model Portfolio, increasing an existing position and adding a new name to the Portfolio.

First, lets discuss the increased position in an existing Portfolio name.