Ranking for CW3 2020


Market Signal: Green

Ranking for CW03 / 2020 / Preview.

  • Sold (no longer in Top 20%):

    • LKQ (LKQ Corporation)
    • GT (The Goodyear Tire & Rubber Company)
  • Bought

    • AMD (Advanced Micro Devices, Inc.)
    • FTNT (Fortinet, Inc.)

Current portfolio:

Symbol Name Index Sector MC Dist to 52w High stake
JBL Jabil Inc. S&P 400 Technology 6.56B -0.0244 0.0596
ABBV AbbVie Inc. S&P 500 Healthcare 130.43B -0.0412 0.0587
TKR The Timken Company S&P 400 Industrials 4.36B -0.0116 0.055
FTNT Fortinet, Inc. S&P 500 Technology 19.96B -0.0081 0.053
STT State Street Corporation S&P 500 Financial Services 29.65B -0.017 0.0518
LEG Leggett & Platt, Incorporated S&P 500 Consumer Cyclical 6.67B -0.0857 0.0506
GNRC Generac Holdings Inc. Barrons 400 Industrials 6.39B -0.0077 0.0495
SRCL Stericycle, Inc. S&P 400 Industrials 5.65B -0.0689 0.0488
ATKR Atkore International Group Inc. Barrons 400 Industrials 1.95B -0.0305 0.0484
SWKS Skyworks Solutions, Inc. S&P 500 Technology 21.01B -0.0192 0.0473
BLDR Builders FirstSource, Inc. Barrons 400 Industrials 3.06B -0.0189 0.0461
JHG Janus Henderson Group plc S&P 400 Financial Services 4.56B -0.0391 0.0458
LRCX Lam Research Corporation S&P 500 Technology 43.63B -0.0119 0.0455
SHOO Steven Madden, Ltd. Barrons 400 Consumer Cyclical 3.54B -0.06 0.0446
ALGN Align Technology, Inc. S&P 500 Healthcare 22.67B -0.1405 0.0435
NVDA NVIDIA Corporation S&P 500 Technology 151.34B -0.0226 0.0399
FORM FormFactor, Inc. Barrons 400 Technology 2.03B -0.0079 0.0399
AMD Advanced Micro Devices, Inc. S&P 500 Technology 56.26B -0.035 0.036
PZZA Papa John’s International, Inc. S&P 400 Consumer Cyclical 2.01B -0.0419 0.0343
URI United Rentals, Inc. S&P 500 Industrials 11.6B -0.0923 0.0343
THC Tenet Healthcare Corporation S&P 400 Healthcare 3.8B -0.0706 0.0325
PBF PBF Energy Inc. S&P 400 Energy 3.98B -0.1032 0.0302
cash Cash Cash Cash 0 0.0045


Sector distribution:

Sector pct
Technology 0.321257
Industrials 0.282089
Healthcare 0.134782
Consumer Cyclical 0.129542
Financial Services 0.0976751
Energy 0.030164
Cash 0.00449095


Index distribution:

Index pct
S&P 500 0.460784
S&P 400 0.306179
Barrons 400 0.228546
Cash 0.00449095


See you next week!

CW03  2020