Alright, I admit it. I didn’t expect healthcare reform to pass. Right up to the point where the last back room deals were cut, I expected that the bill would come up short of the needed votes. While I suspect more than a few of the politicians who voted for the bill will ultimately regret [...]

The Global Opportunities model portfolio has recently been updated. Changes to the model are:
Buy Cash
     Raise from 1.16% to 5.16%

Sell Petrobras [[PBR]]
     Entire Position

For the complete list of holdings, or for the breakdown of the model portfolio’s asset allocation, as well as its track record, please refer to the Global Opportunities model page.