We’ve added financial master limited partnerships Icahn Enterprises (NYSE: IEP) and Oaktree Capital Management (NYSE: OAK) to the Aggressive Portfolio in recognition of their capable leadership, strong long-term returns and attractive distribution yields. Carl Icahn’s investing vehicle is benefiting from the many smart bets made by the financier in recent years, and its stakes in these companies continue to generate ample cash flow. Oaktree is the world’s largest distressed-debt investor and continues to profit from the deep discounts its funds scored in the immediate aftermath of the financial crisis. For more information, see the full story in the Sept. 9 issue.

In addition, Aggressive Portfolio holding Navios Maritime Partners LP (NYSE: NMM) has been upgraded to a Buy following a massive rally in dry-bulk charter rates on signs of stronger Chinese commodity demand. Buy below $15.50. For more information, see the Sept. 9 Portfolio Update.