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The Portfolio Armor Substack

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The Portfolio Armor Substack
The Portfolio Armor Substack
Top Names, 10/26/2023

Top Names, 10/26/2023

Continuing our core strategy, while updating our performance.

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Portfolio Armor
Oct 27, 2023
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The Portfolio Armor Substack
The Portfolio Armor Substack
Top Names, 10/26/2023
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Our Core Strategy

Our core strategy is to buy equal dollar amounts of the Portfolio Armor web app’s top ten names, put trailing stops of 10%-15% on them, and replace them with names from the current week’s top ten when we get stopped out of a position.

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 ten names from April 20th.

Top Names, 4/20/2023

Portfolio Armor
·
April 21, 2023
Top Names, 4/20/2023

This Week’s Top Names Sorry for the delay—our system took longer than usual to crunch Thursday’s data. These were Portfolio Armor’s top ten names as of Thursday’s close:

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Over the next six months, our top ten names from April 20th were up 6.88%, on average, while the SPDR S&P 500 Trust ETF (SPY 0.00) was up 3.01%.

That was the 12th top names cohort of 16 so far this year that outperformed the market (PA top ten returns are on the left below; SPY returns on the right).

This Week’s Top Names

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

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