Top Names, 8/31/2023

Continuing our core strategy.

A Top Names Performance Update

Before we get to this week’s top ten names, let’s look again at the final, 6-month performance of our top ten names from February 23rd of this year (our next weekly top names cohort, from March 2nd, hasn’t quite finished yet).

Over the next six months, our top ten names from February 23rd were up 30.43%, on average, while the SPDR S&P 500 Trust ETF (SPY 0.00) was up 11.42%.

Screen capture via the Portfolio Armor web app on 8/24/2023.

The top performer in that top names cohort was Nvidia (NVDA 0.00%↑), which reported gangbuster earnings last week. I am still holding it in my portfolio, as part of our core strategy.

This Week’s Top Names

Below are Portfolio Armor’s current top ten names as of Thursday’s close.