My portfolio is up +8.84% over the last 3 weeks vs +1.66% for the S&P 500 (though the S&P caught up a bit this week). It feels like money is finally rotating into my sectors.
What do you think guys? Is this just a short-term lucky streak, or are we seeing a real sector rotation towards my portfolio's style?
Any feedback, questions or suggestions for improvement are highly appreciated. I will be posting regular updates on my portfolio and performance here.
ATAT (Atour Lifestyle): 3%
ELF (e.l.f. Beauty): 10%
DUOL (Duolingo): 7.5%
EXEL (Exelixis): 9.3%
SFM (Sprouts Farmers Market): 9.1%
LRN (Stride Inc): 9.1%
NVO (Novo Nordisk): 9%
RMD (ResMed): 7.5%
VEEV (Veeva Systems): 7.5%
DSGX (Descartes Systems): 8.7%
WDAY (Workday): 8.3%
ADBE (Adobe): 11%
***Disclaimer***: For educational and informational purposes only. Nothing here constitutes investment advice. Do your own due diligence.