New Additions to the P.A.C.E. Portfolio – July 2014

July 25, 2014

From the desk of the P.A.C.E. Portfolio Manager, Jay Peroni, CFP

We added yield and commodities to the P.A.C.E. Portfolio this morning.

In order to have a stock added to the portfolio, we look at it using a five-point stock inspection. This focuses on earnings trend, price momentum, financial health, risk, and valuation. We are adding four new positions that score favorably using these metrics. But first, here are the sell alerts…

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