The Portfolio Armor Substack

The Portfolio Armor Substack

Share this post

The Portfolio Armor Substack
The Portfolio Armor Substack
Top Names, 7/13/2023

Top Names, 7/13/2023

A performance update; plus, continuing our core strategy.

Portfolio Armor's avatar
Portfolio Armor
Jul 14, 2023
∙ Paid

Share this post

The Portfolio Armor Substack
The Portfolio Armor Substack
Top Names, 7/13/2023
Share

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.

Top Names, 1/12/2023

Portfolio Armor
·
January 13, 2023
Top Names, 1/12/2023

These were Portfolio Armor’s top ten names as of Thursday’s close:

Read full story

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.

Keep reading with a 7-day free trial

Subscribe to The Portfolio Armor Substack to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Portfolio Armor
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share