I added 3 new positions to my watchlist, and the idea generator included 14 new positions. Among those, I added ETN, DPZ, and VEDL to my watchlist this week, while the generator flagged EDC,ACWV,CHH,DECK,ASND,AFG,BDX,MDCO,EEM,DOX,BXC,CHAU,CMPR,CWI,DGRW,BGG,CTXS,BRK-B for consideration, most of which have performed rather well after being noted.
Items appearing on my radar frequently include… ADVM, ATKR, CQH, GDEN, IOVA, JNCE, LOGI, MDCO, NCNA, NFLX, VUZI, WHR, ABMD, ACWV, ACWX, ANET, ANTM, ARMK, ASHR, BAP, CFG, CORT, CRI, CSCO, DDM, DEM, DG, DGRO, DIA, DVMT, EDC.
Checking back in on the the semi-diversified rule-based model portfolio … it’s currently up 8.81% since inception, which is a bit behind the S&P over the same period at 9.4%. From the looks of things, diversified utilities, specialty chemicals, and the absence of tech strength are dragging down performance. I’ll have to dig into the rule-sets and see if there are other watchlist candidates that should be swapped in.
