Quick update for week 2 / 2021: Two sells, two buys this week. So far, January is looking pretty good, thanks to ENPH, FCX, CROX and a few others.
Here is the ranking for this week.
-
Sold:
- WRK
- PCTY (no longer in top 20%)
-
New Buys:
- ATKR Atkore International Group (Barrons 400))
- ALRM (Alarm.com Holdings, Inc. (Barrons 400)))
Half of the portfolio is now in the S&P 400:
pie title Index Distribution
"S&P 400":48.51
"S&P 500":31.01
"Barrons 400":19.67
"Cash":0.81
Current portfolio (@finviz):
| Symbol | Name | Index | Sector | MC | Dist to 52w High | pct |
|---|---|---|---|---|---|---|
| EVR | Evercore Inc. | S&P 400 | Financial Services | 4.8B | -3.7% | 4.2% |
| R | Ryder System, Inc. | S&P 400 | Industrials | 3.7B | -2.8% | 3.5% |
| FCX | Freeport-McMoRan Inc. | S&P 500 | Basic Materials | 44.94B | -4.6% | 3.5% |
| PWR | Quanta Services, Inc. | S&P 500 | Industrials | 10.62B | -2.7% | 3.5% |
| PNFP | Pinnacle Financial Partners, Inc. | S&P 400 | Financial Services | 5.38B | -2.8% | 3.5% |
| MU | Micron Technology, Inc. | S&P 500 | Technology | 88.3B | -6.5% | 3.5% |
| DAR | Darling Ingredients Inc. | S&P 400 | Consumer Defensive | 10.84B | -2.3% | 3.4% |
| DFS | Discover Financial Services | S&P 500 | Financial Services | 29.2B | -3.4% | 3.4% |
| GM | General Motors Company | S&P 500 | Consumer Cyclical | 68.82B | -8.0% | 3.4% |
| SLM | SLM Corporation | S&P 400 | Financial Services | 5.11B | -2.8% | 3.4% |
| AVNT | Avient Corporation | S&P 400 | Basic Materials | 4.19B | -3.7% | 3.0% |
| TPR | Tapestry, Inc. | S&P 500 | Consumer Cyclical | 9.83B | -2.5% | 3.0% |
| MYRG | MYR Group Inc. | Barrons 400 | Industrials | 1.05B | -5.0% | 3.0% |
| MAT | Mattel, Inc. | S&P 400 | Consumer Cyclical | 6.64B | -3.6% | 3.0% |
| UAA | Under Armour, Inc. | S&P 500 | Consumer Cyclical | 7.99B | -17.0% | 2.9% |
| ALRM | Alarm.com Holdings, Inc. | Barrons 400 | Technology | 5.25B | -2.2% | 2.9% |
| AEO | American Eagle Outfitters, Inc. | S&P 400 | Consumer Cyclical | 3.88B | -3.0% | 2.9% |
| AAXN | Axon Enterprise, Inc. | S&P 400 | Industrials | 8.52B | -7.3% | 2.8% |
| ATKR | Atkore International Group Inc. | Barrons 400 | Industrials | 2.3B | -4.7% | 2.8% |
| VC | Visteon Corporation | S&P 400 | Consumer Cyclical | 4.04B | -5.2% | 2.8% |
| OMF | OneMain Holdings, Inc. | Barrons 400 | Financial Services | 6.91B | -3.4% | 2.8% |
| IVZ | Invesco Ltd. | S&P 500 | Financial Services | 8.99B | -3.3% | 2.7% |
| CROX | Crocs, Inc. | Barrons 400 | Consumer Cyclical | 5.19B | -3.8% | 2.7% |
| GE | General Electric Company | S&P 500 | Industrials | 103.54B | -13.7% | 2.6% |
| BYD | Boyd Gaming Corporation | S&P 400 | Consumer Cyclical | 5.48B | -2.5% | 2.6% |
| NCR | NCR Corporation | S&P 400 | Technology | 4.75B | -6.5% | 2.6% |
| GTLS | Chart Industries, Inc. | Barrons 400 | Industrials | 4.94B | -7.4% | 2.5% |
| PAYC | Paycom Software, Inc. | S&P 500 | Technology | 24.31B | -9.3% | 2.5% |
| ADNT | Adient plc | S&P 400 | Consumer Cyclical | 3.49B | -4.2% | 2.4% |
| TEX | Terex Corporation | S&P 400 | Industrials | 2.7B | -3.1% | 2.4% |
| OLN | Olin Corporation | S&P 400 | Basic Materials | 4.41B | -4.5% | 2.3% |
| CZR | Caesars Entertainment, Inc. | S&P 400 | Consumer Cyclical | 16.51B | -3.0% | 2.1% |
| ENPH | Enphase Energy, Inc. | S&P 400 | Technology | 25.85B | -9.3% | 1.7% |
| GRBK | Green Brick Partners, Inc. | Barrons 400 | Consumer Cyclical | 1.11B | -12.1% | 1.5% |
| APPS | Digital Turbine, Inc. | Barrons 400 | Technology | 4.78B | -17.3% | 1.4% |
| cash | Cash | Cash | Cash | – | 0.0% | 0.8% |
Current portfolio allocation:
Tech gained share compared to last week:
pie title Sector Distribution
"Consumer Cyclical":29.23
"Industrials":23.17
"Financial Services":20.0
"Technology":14.57
"Basic Materials":8.85
"Consumer Defensive":3.37
"Cash":0.81