Top Names, 7/13/2023
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 12th of this year.
On average, our top ten names from January 12th were up 30.05% over the next six months, versus up 13.21% for the SPDR S&P 500 Trust ETF (SPY 0.39%↑).
The oddly straight line on that chart is Prometheus Biosciences (RXDX), which was acquired by Merck (MRK -1.39%↓) 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.
