Here’s our first-quarter earnings report card for 32 stocks in the portfolio


Hock Tan, CEO of Broadcom
Lucas Jackson | Reuters

It was another solid quarter for our stocks. Most of the earnings reports — 25 out of 32 portfolio names — were ranked as good or great by the Investing Club. There were plenty of drivers of that success, but the strong consumer was one key catalyst. Another was the massive ramp up in cloud computing and artificial intelligence.

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