Click here for the Momentum Ranking of week 34.
This week’s transactions:
-
Sold:
- DXC (price below MA100)
- DVN
- SEE
- SGMS (no longer in top 20%)
-
Bought:
- WAT (Waters Corp (S&P 500))
- INTU (Intuit Inc (S&P 500))
Index Distribution:
The S&P 500 still has the highest weight in the portfolio:
Current portfolio allocation:
Tech, Healthcare, and Industrials are about 2/3 of the portfolio:
Weekly sector distribution:
Current portfolio (@finviz):
| Symbol | Name | Index | Sector | MC | Dist to 52w High | pct |
|---|---|---|---|---|---|---|
| LSI | Life Storage, Inc. | S&P 400 | Real Estate | 9.46B | -0.009 | 0.07 |
| INTU | Intuit Inc. | S&P 500 | Technology | 151.08B | -0.004 | 0.063 |
| NSA | National Storage Affiliates Trust | S&P 400 | Real Estate | 4.83B | -0.011 | 0.061 |
| RMD | ResMed Inc. | S&P 500 | Healthcare | 41.59B | -0.015 | 0.06 |
| EFX | Equifax Inc. | S&P 500 | Industrials | 31.56B | -0.017 | 0.059 |
| IRM | Iron Mountain Incorporated | S&P 500 | Industrials | 13.25B | -0.031 | 0.056 |
| WAT | Waters Corporation | S&P 500 | Healthcare | 24.74B | -0.021 | 0.056 |
| IT | Gartner, Inc. | S&P 500 | Technology | 25.29B | -0.033 | 0.052 |
| EPAM | EPAM Systems, Inc. | Barrons 400 | Technology | 35.57B | -0.025 | 0.051 |
| LLY | Eli Lilly and Company | S&P 500 | Healthcare | 251.82B | -0.029 | 0.048 |
| POOL | Pool Corporation | S&P 500 | Consumer Cyclical | 19.47B | -0.041 | 0.042 |
| NAVI | Navient Corporation | S&P 400 | Financial Services | 3.74B | -0.016 | 0.041 |
| TXT | Textron Inc. | S&P 500 | Industrials | 16.28B | -0.044 | 0.04 |
| FTNT | Fortinet, Inc. | S&P 500 | Technology | 49.08B | -0.007 | 0.04 |
| MYRG | MYR Group Inc. | Barrons 400 | Industrials | 1.7B | -0.024 | 0.035 |
| TGT | Target Corporation | S&P 500 | Consumer Defensive | 122.86B | -0.054 | 0.031 |
| NUE | Nucor Corporation | S&P 500 | Basic Materials | 36.26B | -0.07 | 0.028 |
| STLD | Steel Dynamics, Inc. | S&P 400 | Basic Materials | 14.53B | -0.073 | 0.028 |
| CROX | Crocs, Inc. | S&P 400 | Consumer Cyclical | 9.05B | -0.03 | 0.028 |
| IDXX | IDEXX Laboratories, Inc. | S&P 500 | Healthcare | 57.14B | -0.051 | 0.022 |
| HIBB | Hibbett, Inc. | Barrons 400 | Consumer Cyclical | 1.45B | -0.105 | 0.021 |
| cash | Cash | Cash | Cash | – | 0.0 | 0.02 |
| NVDA | NVIDIA Corporation | S&P 500 | Technology | 542.86B | -0.002 | 0.018 |
| MAC | The Macerich Company | S&P 400 | Real Estate | 3.43B | -0.384 | 0.015 |
| CPRX | Catalyst Pharmaceuticals, Inc. | Barrons 400 | Healthcare | 579.25M | -0.087 | 0.015 |
As always, more trades next week!