Top Names, 7/6/2023
A performance update; plus, continuing our core strategy.
A Top Names Performance Update
Before we get to this week’s top ten names, let’s look at the final, 6-month performance of our top names from January 5th of this year.
On average, our top ten names from January 5th were up 39.55% over the next six months, versus up 17.69% for the SPDR S&P 500 Trust ETF (SPY 0.00%↑).
If you’re wondering why one of the lines on the chart above looks oddly straight, that’s Prometheus Biosciences (RXDX), which was acquired by Merck (MRK 0.00%↑) in April, and traded close to that acquisition price for the next few months.
This Week’s Top Names
Below are Portfolio Armor’s current top ten names as of Thursday’s close.
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