The Portfolio Armor Substack

The Portfolio Armor Substack

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The Portfolio Armor Substack
The Portfolio Armor Substack
Top Names, 7/20/2023

Top Names, 7/20/2023

Continuing our core strategy.

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Portfolio Armor
Jul 21, 2023
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The Portfolio Armor Substack
The Portfolio Armor Substack
Top Names, 7/20/2023
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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 19th of this year.

Top Names, 1/19/2023

Portfolio Armor
·
January 20, 2023
Top Names, 1/19/2023

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 January 19th were up 47.63%, on average, while the SPDR S&P 500 Trust ETF (SPY 0.00%↑) was up 18.02%.

This Week’s Top Names

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

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