Top Names, 8/3/2023

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 February 2nd of this year.

Over the next six months, our top ten names from February 2nd were up 2.54%, on average, while the SPDR S&P 500 Trust ETF (SPY 0.00) was up 8.82%.

Screen capture via Portfolio Armor on 8/3/2023.

That ended a streak of seven weeks in a row where our top ten names outperformed SPY over the next six months.

This Week’s Top Names

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