Results below are through Monday 7/29. Let’s see what August brings. I read somewhere that the month of August in an election year has delivered a positive S&P 500 return over the past 8 election years.
| Screen | YTD Return | 1-yr Return | 10 yr CAGR | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|---|---|---|
| High_Relative_Val | 13.4 | 19.5 | 13.7 | DSEEY | AXR | UNTY | CHMG | TEX |
| Liquid_Cons | -1.9 | 3.3 | 16.3 | NRG | VST | NVDA | MU | GEV |
| Naz_Cons | 24.0 | 38.0 | 27.6 | NVDA | SMCI | AVGO | MU | QCOM |
| ROE_Cash | 10.8 | 14.9 | 14.5 | MSFT | VRTX | REGN | WDAY | CPNG |
| Tech_Growers | -22.3 | -26.5 | 12.1 | SOUN | APP | TOST | APPF | GRND |
| Up_5% | 0.6 | -3.0 | 13.0 | GATO | DAKT | THC | BSRR | WKME |
| Up_5X3 | 5.6 | 12.0 | 17.0 | NIC | BSRR | RBB | HOMB | USCB |
| VG_Horse | 29.8 | 86.2 | 19.2 | VHI | KARO | GRIN | KEQU | SMLP |
| WK__Voom | 7.5 | 1.2 | 14.8 | ACTG | GTE | AMSC | CGNT | CMRE |
| S&P 500 | 15.4 | 21.0 | 13.1 |