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The Portfolio Armor Substack
Top Names, 7/6/2023

Top Names, 7/6/2023

A performance update; plus, continuing our core strategy.

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Portfolio Armor
Jul 07, 2023
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The Portfolio Armor Substack
The Portfolio Armor Substack
Top Names, 7/6/2023
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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 5th of this year.

Top Names, 1/5/2023

Portfolio Armor
·
January 6, 2023
Top Names, 1/5/2023

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On average, our top ten names from January 5th were up 39.55% over the next six months, versus up 17.69% for the SPDR S&P 500 Trust ETF (SPY 0.00%↑).

If you’re wondering why one of the lines on the chart above looks oddly straight, that’s Prometheus Biosciences (RXDX), which was acquired by Merck (MRK 0.00%↑) 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.

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