My Portfolio vs S&P 500 (Last 2 Weeks)
Over the last two weeks, my portfolio is up +9.6% while the S&P 500 only managed a +0.85%. It feels like the money is finally shifting into the types of assets I hold.
What do you guys think? 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. Feel free to follow my profile if you want to track my journey!
🇨🇳 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.