What a week for the Big-Build Out portfolio? Break-outs everywhere. I can get use to +7% weeks. If you are new to the Big-Build Out portfolio – it’s designed to capture growth in the emerging markets by buying stocks in companies that provide the stuff they WANT. For more info read the backgrounder.Â
Obviously, the stocks were all over the headlines. I joined in and wrote one myself.
Supply and Demand: If China Wants It, You Should Buy It – Published on Yahoo Finance, Seeking Alpha and Financial Sense Online.
Here are some of this week’s highlights: