Tag: quality companies

It Always Makes Sense To Invest In Quality Names

It Always Makes Sense To Invest In Quality Names

Many Technology investors got religion on August 26th as it relates to interest rate increases (more to come) and a Fed pivot (not any time soon). The message of "higher for longer" was reiterated yesterday by Fed Chair Powell. The Fed tends to undershoot when it comes to inflation and its Fed Funds target. We … Continue reading It Always Makes Sense To Invest In Quality Names

CEORater Portfolio Ahead of The Benchmark

CEORater Portfolio Ahead of The Benchmark

CEORater began an experiment several years ago whereby we built a concentrated "buy and hold" equal-weight portfolio consisting of quality Enterprise Software names that would be held for a minimum of five years. The benchmark is the S&P North American Expanded Technology Software Index (SPNASEUP). CEORater is up 4.2% Year-to-Date vs. 2.0% for the benchmark … Continue reading CEORater Portfolio Ahead of The Benchmark

The CEORater “Quality” Portfolio

The CEORater “Quality” Portfolio

Our CEORater portfolio of quality Technology names is up significantly year-to-date versus the benchmark. Recall the CEORater mock portfolio is a concentrated, equal-weight portfolio of quality Technology companies that employs a "buy and hold" strategy over the long-term. The CEORater portfolio is up 647 basis points versus the benchmark (S&P NORTH AMERICAN EXPANDED TECHNOLOGY SOFTWARE … Continue reading The CEORater “Quality” Portfolio