Top Names, 8/31/2023
Continuing our core strategy.
A Top Names Performance Update
Before we get to this week’s top ten names, let’s look again at the final, 6-month performance of our top ten names from February 23rd of this year (our next weekly top names cohort, from March 2nd, hasn’t quite finished yet).
Top Names, 2/23/2023
This Week’s Top Names These were Portfolio Armor’s top ten names as of Thursday’s close:
Over the next six months, our top ten names from February 23rd were up 30.43%, on average, while the SPDR S&P 500 Trust ETF (SPY 0.00) was up 11.42%.
Screen capture via the Portfolio Armor web app on 8/24/2023.
The top performer in that top names cohort was Nvidia (NVDA 0.00%↑), which reported gangbuster earnings last week. I am still holding it in my portfolio, as part of our core strategy.
This Week’s Top Names
Below are Portfolio Armor’s current top ten names as of Thursday’s close.
