Diversified Portfolio

UPDATED ON

Sep 4

Diversified holds up to 5 names drawn from All sectors above $500M, one name per industry. All sectors, one name per industry, ranked on the volatility head. Positions are held for 6-21 days, each position carries a 20% stop-loss. Benchmark: S&P 500.

Description

All sectors above $500M, with no more than one name per industry held at any time. Names are ranked on the volatility-head score. Holds up to 5 names for 6 to 21 days, with a 20% stop-loss on every position.

Strategy

Equal capital is invested in every stock recommendation. Recommendations are published a few hours before the open, and each one is placed as a market order with a 20% stop-loss attached, so buys and sells fill at the opening price. If the price touches the stop during the day, the position is sold there, at 80% of its entry price. No more than one holding per industry is allowed at any time, and positions are held for 6 to 21 days. Reported returns are measured from those opening prices and include every stop-loss exit.

View Returns

Holdings:5

New Additions:0

Removed:0

Holdings5

OABI

OmniAb, Inc.

Sector:Healthcare

Industry:Biotechnology

Market Cap:$0.65B

Analysts Target:-10%

Analysts Rating:2.0/5

ForecastQ Daily Probabilities

64.4%

63.3%

61.1%

BFLY

Butterfly Network, Inc.

Sector:Healthcare

Industry:Medical - Devices

Market Cap:$2.25B

Analysts Target:-38%

Analysts Rating:2.1/5

ForecastQ Daily Probabilities

51.3%

54.1%

WGS

GeneDx Holdings Corp.

Sector:Healthcare

Industry:Medical - Diagnostics & Research

Market Cap:$2.58B

Analysts Target:-7%

Analysts Rating:2.1/5

ForecastQ Daily Probabilities

56.8%

53.1%

42.2%

ALNT

Allient Inc.

Sector:Industrials

Industry:Electrical Equipment & Parts

Market Cap:$1.58B

Analysts Target:-17%

Analysts Rating:2.0/5

ForecastQ Daily Probabilities

45.3%

37.8%

26.9%

HTFL

Heartflow, Inc. Common Stock

Sector:Healthcare

Industry:Medical - Healthcare Information Services

Market Cap:$4.12B

Analysts Target:-10%

Analysts Rating:2.2/5

ForecastQ Daily Probabilities

54.9%

47.9%

38.8%