There was no trading activity to report this week.
Discover the top-performing stocks of the week with our Momentum Ranking! Click here to access the latest data for week 09.
Weekly Portfolio Update: Navigating the Fluctuating Market Enviroment
Hello fellow investors! This week in our trading journey, we’ve had quite a steady market while monitoring the ever-important regime filter. Ever since it rose above its 200-day moving average, the S&P 500 has remained above it for an impressive 198 days now. With just 5.2% in cash, we are almost fully invested, which shows our confidence in the current market situation.
Starting with this week’s activities, there were no new buys or sells in the portfolio. We made no adjustments in our holdings, signaling our trust in the current selection and performance of our stocks. Even when it comes to rebalancing, we held back this week—deciding not to add to or reduce any positions.
In terms of sectors, Technology remains at the forefront of our portfolio—a common powerhouse for growth and innovation. This is reflected in some of our key holdings, such as Teradyne (TER), ATI (ATI), and Applied Materials (AMAT), though they are not exclusively from one sector. Notably, Ciena (CIEN) led the charge as our best performer, with an impressive gain of 17.71%, while Amkor Technology (AMKR) experienced a slight downturn, being our worst performer with an 8.76% decline.
As we remain nimble in this market enviroment, we’d love to hear your thoughts and insights. Feel free to share them in the comments below!
This week’s transactions:
-
Sold:
- No sells in this week!
-
Bought:
- No buys in this week!
-
Rebalanced / added:
- No positions were added to in this week!
-
Rebalanced / reduced:
- No positions were reduced in this week!
Index Distribution:
Right now, most of the stocks in our portfolio are from the S&P 500 category.
Current portfolio allocation:
Our portfolio is heavily invested in the Technology sector right now.
Weekly sector distribution:
Current portfolio (@finviz):
| Symbol | Name | Index | Sector | MC | Dist to 52w High | pct |
|---|---|---|---|---|---|---|
| TER | Teradyne, Inc | S&P 500 | Technology | 51.48B | 0.25% | 0.077 |
| ATI | ATI Inc | S&P 400 | Industrials | 22.09B | 0.92% | 0.075 |
| AMAT | Applied Materials Inc | S&P 500 | Technology | 300.00B | -0.22% | 0.072 |
| GMED | Globus Medical Inc | S&P 400 | Healthcare | 12.45B | -8.75% | 0.069 |
| ROIV | Roivant Sciences Ltd | S&P 400 | Healthcare | 20.07B | 0.39% | 0.063 |
| CIEN | CIENA Corp | S&P 500 | Utilities | 48.20B | -1.68% | 0.062 |
| MTSI | MACOM Technology Solutions Holdings Inc | S&P 400 | Technology | 18.55B | -1.56% | 0.053 |
| cash | Cash | Cash | Cash | – | - | 0.052 |
| FIX | Comfort Systems USA, Inc | S&P 500 | Consumer Cyclical | 51.33B | -1.19% | 0.051 |
| WDC | Western Digital Corp | S&P 500 | Technology | 91.91B | -12.52% | 0.051 |
| LITE | Lumentum Holdings Inc | S&P 400 | Technology | 49.09B | -0.08% | 0.049 |
| ALB | Albemarle Corp | S&P 500 | Basic Materials | 22.15B | -3.93% | 0.047 |
| WBD | Warner Bros. Discovery Inc | S&P 500 | Communication Services | 72.19B | -2.96% | 0.047 |
| MU | Micron Technology Inc | S&P 500 | Technology | 467.99B | -8.72% | 0.046 |
| MKSI | MKS Inc | S&P 400 | Technology | 17.02B | -6.14% | 0.037 |
| STX | Seagate Technology Holdings Plc | S&P 500 | Technology | 86.73B | -13.51% | 0.029 |
| LUV | Southwest Airlines Co | S&P 500 | Industrials | 24.82B | -8.34% | 0.027 |
| LRCX | Lam Research Corp | S&P 500 | Technology | 305.50B | -2.87% | 0.026 |
| AA | Alcoa Corp | S&P 400 | Basic Materials | 16.13B | -6.96% | 0.018 |
| SATS | EchoStar Corp | S&P 400 | Communication Services | 30.79B | -19.13% | 0.016 |
| AMKR | AMKOR Technology Inc | S&P 400 | Technology | 12.02B | -14.85% | 0.013 |
| COHR | Coherent Corp | S&P 400 | Technology | 48.49B | 1.43% | 0.012 |
| HL | Hecla Mining Co | S&P 400 | Consumer Cyclical | 15.91B | -30.56% | 0.01 |
As always, more trades next week!