Category: Markets
Natural Resources April 2018
  • May 01, 2018 04:59 pm
  • by Bill Cara & Owen Williams
The WMA Cara Natural Resources Portfolio Strategy offers exposure to precious and industrial metals, energy and other basic materials required by a growing world economy. Using rigorous investment analysis, we invest in a portfolio of 12 to 20 fundamentally attractive companies with market entry and…
Read more
US Top Picks April 2018
  • May 01, 2018 04:58 pm
  • by Bill Cara & Owen Williams
The WMA Top-Picks Portfolio seeks to relatively out-perform the broad U.S. equity market, as measured by the Russell 3000 Index.  The selection relies on the WMA Total Market Techno-Fundamental Allocation Model, which screens a comprehensive list of companies of all market capitalizations. Based on…
Read more
Ultra Yield April 2018
  • May 01, 2018 04:57 pm
  • by Bill Cara & Owen Williams
The WMA Ultra-Yield Portfolio seeks to relatively out-perform the S&P High Dividend Yield Index.  The selection relies on the WMA Total Market Techno-Fundamental Allocation Model, which screens a comprehensive list of companies of all market capitalizations. The selection of securities for the …
Read more
DGR April 2018
  • May 01, 2018 04:56 pm
  • by Bill Cara & Owen Williams
The Dynamic Global Rotation Strategy description can be found here. The latest monthly report is shown below (click on PDF link below if image does not appear). Use the pop-out tool ↗ and zoom (+) to better view. (more…)
Read more
WMA Portfolio Strategies Description and Latest Report
  • April 01, 2018 07:49 pm
  • by Bill Cara & Owen Williams
The following WMA Portfolio Strategies are managed by Owen Williams and Bill Cara. Commencing April 1, 2018, Dr. Owen Williams PhD, CFA, is senior portfolio manager for both Williams Market Analytics LLC and Cara Portfolio Management Limited. A- Top Picks Portfolio The WMA Top-Picks Portfolio seek…
Read more
Natural Resources March 2018
  • April 01, 2018 01:54 am
  • by Bill Cara & Owen Williams
(more…)
Read more
US Top Picks March 2018
  • April 01, 2018 01:53 am
  • by Bill Cara & Owen Williams
(more…)
Read more
Ultra Yield March 2018
  • April 01, 2018 01:52 am
  • by Bill Cara & Owen Williams
(more…)
Read more
DGR March 2018
  • April 01, 2018 01:51 am
  • by Bill Cara & Owen Williams
(more…)
Read more
Cara 100 1Q. March 30, 2018
  • March 30, 2018 10:13 am
  • by Bill Cara
(more…)
Read more

Disclaimer: billcara.com is a website published by Greenfield Capital Inc and neither Greenfield Capital nor billcara.com is a registered broker-dealer or a registered investment adviser. You understand that this web site and its content is furnished for non-commercial, informational purposes only, and that no mention of a particular security in this website constitutes a recommendation to buy, sell, or hold that or any other security, nor any particular portfolio of securities, transaction or investment strategy as suitable for any specific person. Information regarding trading and investment as provided by this website is not tailored to the investment needs of any specific person. Greenfield Capital and billcara.com services will not advise you personally concerning the nature, potential, value or suitability of any particular security, securities portfolio, transaction or other matter. You acknowledge that you are responsible for your own financial decisions and should seek a registered agent depending on your own risk tolerance to advise you on your personal trading activities.