This week, we carried out 1 new trades - 1 buy(s) and 0 sell(s).
Want to stay on top of the market trends? Our Momentum Ranking report highlights the top stocks of the week, so you don’t have to! Click here to access the latest data for week 38.
Trade Tuesday Portfolio Update: Insights from Sardinia
Greetings from Sardinia! As we soak in the Mediterranean charm, we remain committed to keeping you updated. The S&P 500 has been riding above its 200-day moving average for 88 days, allowing us to seize new opportunities. With a near full allocation (a cash share of just 4.89%), we’re almost fully invested, reflecting our confidence in the market momentum.
This week, we made some strategic moves. PSKY was introduced into our portfolio, reinforcing our belief in the promising prospects of the technology sector. While there were no new sells, we did adjust some of our positions. We trimmed our holdings in AVGO, EL, RCL, and WDC to manage risk and optimize our returns.
Technology continues to lead as our top sector, underpinned by its innovation-driven growth and resilience. It often forms the backbone of portfolios seeking long-term capital appreciation. Our current top holdings include FLEX, WDC, and JBL, showcasing our diversified approach across high-momentum stocks. This week, ORCL takes the spotlight as the best performer with a remarkable 29.79% gain, while RCL had a bit of a setback, down by 6.38%.
As we adjust our positions from beautiful Sardinia, we’re excited to hear what moves you’re considering. Share your thoughts with us in the comments below!
This week’s transactions:
-
Sold:
- No sells in this week!
-
Bought:
Index Distribution:
Our portfolio is currently dominated by stocks from the S&P 500 index.
Current portfolio allocation:
The Technology sector is currently our top dog in terms of portfolio allocation.
Weekly sector distribution:
Current portfolio (@finviz):
| Symbol | Name | Index | Sector | MC | Dist to 52w High | pct |
|---|---|---|---|---|---|---|
| FLEX | Flex Ltd | S&P 400 | Technology | 21.35B | -2.91% | 0.076 |
| WDC | Western Digital Corp | S&P 500 | Technology | 35.34B | -1.83% | 0.075 |
| JBL | Jabil Inc | S&P 500 | Technology | 22.78B | -8.85% | 0.072 |
| NVDA | NVIDIA Corp | S&P 500 | Technology | 4256.02B | -5.06% | 0.071 |
| CCL | Carnival Corp | S&P 500 | Consumer Cyclical | 39.97B | -6.11% | 0.067 |
| AVGO | Broadcom Inc | S&P 500 | Technology | 1694.64B | -4.11% | 0.057 |
| FIX | Comfort Systems USA, Inc | S&P 400 | Industrials | 27.40B | -0.75% | 0.054 |
| cash | Cash | Cash | Cash | – | - | 0.049 |
| VST | Vistra Corp | S&P 500 | Utilities | 71.12B | -3.66% | 0.048 |
| PLTR | Palantir Technologies Inc | S&P 500 | Technology | 402.61B | -10.68% | 0.045 |
| GEV | GE Vernova Inc | S&P 500 | Industrials | 166.74B | -9.56% | 0.044 |
| FN | Fabrinet | S&P 400 | Technology | 12.79B | -5.81% | 0.044 |
| VRT | Vertiv Holdings Co | Barrons 400 | Industrials | 51.74B | -13.06% | 0.043 |
| ORCL | Oracle Corp | S&P 500 | Technology | 862.31B | -12.23% | 0.042 |
| STRL | Sterling Infrastructure Inc | Barrons 400 | Industrials | 9.61B | -3.32% | 0.039 |
| IESC | IES Holdings Inc | Barrons 400 | Industrials | 7.23B | -6.29% | 0.039 |
| LITE | Lumentum Holdings Inc | S&P 400 | Technology | 11.84B | -1.18% | 0.038 |
| RCL | Royal Caribbean Group | S&P 500 | Consumer Cyclical | 86.71B | -12.90% | 0.029 |
| PSKY | Paramount Skydance Corp | S&P 500 | Communication Services | 19.14B | -5.62% | 0.028 |
| AMD | Advanced Micro Devices Inc | S&P 500 | Technology | 259.70B | -14.26% | 0.022 |
| EL | Estee Lauder Cos., Inc | S&P 500 | Consumer Defensive | 31.30B | -15.93% | 0.017 |
As always, more trades next week!