Midcap Portfolio

UPDATED ON

Sep 4

Midcap holds up to 5 names drawn from Mid caps above $2B, most volatile third by model volatility score. The most volatile third of the mid-cap band on a 6 to 8 day window. Positions are held for 6-8 days, each position carries a 25% stop-loss. Benchmark: S&P MidCap 400.

Description

Mid caps above $2B, pre-filtered to the most volatile third of the band by the model's volatility score. Holds up to 5 names for 6 to 8 days, with a 25% 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 25% 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 75% of its entry price. Positions are held for 6 to 8 days. Reported returns are measured from those opening prices and include every stop-loss exit.

View Returns

Holdings:5

New Additions:3

Removed:3

Holdings5

NEW

TWST

Twist Bioscience Corporation

Sector:Healthcare

Industry:Medical - Diagnostics & Research

Market Cap:$8.80B

Analysts Target:-25%

Analysts Rating:2.3/5

ForecastQ Daily Probabilities

48.7%

62.7%

44.3%

NEW

CRDO

Credo Technology Group Holding Ltd

Sector:Technology

Industry:Semiconductors

Market Cap:$43.40B

Analysts Target:+17%

Analysts Rating:2.1/5

ForecastQ Daily Probabilities

60.6%

21.6%

59.5%

NEW

FROG

JFrog Ltd.

Sector:Technology

Industry:Software - Application

Market Cap:$11.96B

Analysts Target:+10%

Analysts Rating:2.1/5

ForecastQ Daily Probabilities

64.6%

54.5%

45.6%

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%

Removed Stocks3

REMOVED

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

52.4%

50.9%

44.3%

REMOVED

RBRK

Rubrik, Inc.

Sector:Technology

Industry:Software - Infrastructure

Market Cap:$19.15B

Analysts Target:+10%

Analysts Rating:2.0/5

ForecastQ Daily Probabilities

47.0%

38.6%

28.9%

REMOVED

AUGO

Aura Minerals

Sector:Basic Materials

Industry:Gold

Market Cap:$7.08B

Analysts Target:+35%

Analysts Rating:2.0/5

ForecastQ Daily Probabilities

50.9%

62.1%

35.1%