This week, we executed 7 new trades, including 3 buy(s) and 4 sell(s).
Looking for reliable stock performance data? Check out our weekly Momentum Ranking (based on Andreas Clenow’s book Stocks on the Move), updated every week with the latest figures! Click here to see the report for week 45.
Market Week Update: Navigating the Portfolio with Precision
Hello savvy investors! We’re witnessing an intriguing moment in the market as the S&P 500 has hovered above its 200-day moving average for 123 days. This positive indicator allows us to pursue new opportunities under our strategy based on Andreas Clenow’s ‘Stocks On The Move’, which relies on momentum rankings and the adjusted slope to manage our investments. With a minimal cash share of just 0.0511%, we are nearly fully invested, demonstrating confidence in our current selections.
This Week’s Trades: Strategic Buys and Smart Sells
In the technology and semiconductor lanes, we welcomed InterDigital, Inc. (IDCC), Micron Technology, Inc. (MU), and Powell Industries, Inc. (POWL) into our portfolio. These stocks ranked highly in our momentum screening strategy, marking them as promising opportunities.
From the sell side, we decided to release Materials Corporation (MP), Oracle Corporation (ORCL), Reddit (RDDT), and Willdan Group, Inc. (WLDN). These changes reflect our disciplined approach, either due to their dropping out of the top 10% ranking or breaching their 100-day moving average.
Summary: Technology Stays on Top
Our portfolio’s top sector remains technology, known for its potential to drive growth through innovation. Not surprisingly, our top holdings include a diverse set of companies: MEDP, FLEX, and FIX, contributing robustly to our positive direction. Standout performers this week include Western Digital Corp. (WDC), which surged by an impressive +22.08%. However, we did see Stoke Therapeutics, Inc. (STOK) facing some challenges with a dip of -19.14%.
Reflecting on October, it was a fantastic month, with the portfolio gaining 9%. Year to date, our disciplined, strategic investments have rewarded us with a remarkable 30% gain. We would love to hear your thoughts and strategies, so feel free to share your comments below!
This week’s transactions:
-
Rebalanced / added:
- No positions were added to in this week!
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Rebalanced / reduced:
- No positions were reduced in this week!
Index Distribution:
The majority of our portfolio is currently made up of stocks from the S&P 400 sector.
Current portfolio allocation:
Right now, we’ve got a big chunk of our portfolio in the Technology sector.
Weekly sector distribution:
Current portfolio (@finviz):
| Symbol | Name | Index | Sector | MC | Dist to 52w High | pct |
|---|---|---|---|---|---|---|
| MEDP | Medpace Holdings Inc | S&P 400 | Healthcare | 16.79B | -4.61% | 0.066 |
| FLEX | Flex Ltd | S&P 400 | Technology | 23.03B | -7.03% | 0.065 |
| FIX | Comfort Systems USA, Inc | S&P 400 | Industrials | 33.84B | -5.96% | 0.062 |
| AVGO | Broadcom Inc | S&P 500 | Technology | 1687.30B | -7.55% | 0.052 |
| PLTR | Palantir Technologies Inc | S&P 500 | Technology | 452.52B | -8.08% | 0.05 |
| FN | Fabrinet | S&P 400 | Technology | 17.21B | 6.01% | 0.05 |
| UI | Ubiquiti Inc | Barrons 400 | Technology | 46.30B | -4.77% | 0.049 |
| CIEN | CIENA Corp | S&P 400 | Technology | 26.12B | -4.73% | 0.045 |
| IDCC | Interdigital Inc | Barrons 400 | Technology | 9.97B | -6.16% | 0.044 |
| STRL | Sterling Infrastructure Inc | Barrons 400 | Industrials | 12.09B | -2.90% | 0.044 |
| LITE | Lumentum Holdings Inc | S&P 400 | Technology | 13.82B | -9.12% | 0.041 |
| SBH | Sally Beauty Holdings Inc | Barrons 400 | Consumer Cyclical | 1.41B | -15.34% | 0.04 |
| IESC | IES Holdings Inc | Barrons 400 | Industrials | 7.80B | -11.32% | 0.038 |
| WDC | Western Digital Corp | S&P 500 | Technology | 52.44B | -4.27% | 0.038 |
| POWL | Powell Industries, Inc | Barrons 400 | Industrials | 4.74B | -4.86% | 0.037 |
| KTOS | Kratos Defense & Security Solutions Inc | S&P 400 | Industrials | 15.20B | -20.01% | 0.035 |
| MU | Micron Technology Inc | S&P 500 | Technology | 248.37B | -6.88% | 0.034 |
| AMD | Advanced Micro Devices Inc | S&P 500 | Technology | 409.62B | -5.49% | 0.033 |
| APP | Applovin Corp | S&P 500 | Communication Services | 209.08B | -17.10% | 0.03 |
| SATS | EchoStar Corp | S&P 400 | Communication Services | 21.11B | -14.06% | 0.029 |
| TTI | Tetra Technologies, Inc | Barrons 400 | Industrials | 935.55M | -14.64% | 0.029 |
| HL | Hecla Mining Co | Barrons 400 | Basic Materials | 8.09B | -21.78% | 0.023 |
| STOK | Stoke Therapeutics Inc | Barrons 400 | Healthcare | 1.39B | -34.34% | 0.023 |
| PSKY | Paramount Skydance Corp | S&P 500 | Communication Services | 16.14B | -27.34% | 0.021 |
| SSRM | SSR Mining Inc | Barrons 400 | Basic Materials | 4.48B | -15.01% | 0.019 |
| cash | Cash | Cash | Cash | – | - | 0.001 |
As always, more trades next week!
See also
- Year in Review: 2025
- Week 01: AMAT Acquired, FLEX & IESC Divested in Momentum Strategy (01 / 2026)
- Trade Tuesday Momentum Ranking – Week 52: COHR Joins as AVGO & IDCC Exit (52 / 2025)
- Week 51: Welcoming ALB; Parting Ways with SSRM and STRL in Momentum Strategy (51 / 2025)
- Week 50: CYTK and IDCC Buys, SBH Exit in Momentum Adjustment (50 / 2025)