Hey premium members,
First of all, I hope everyone enjoyed yesterday’s market update report. I think my overall sentiment and perspectives on the market are well-explained in that report. With some slight market pressure last week amidst rising bond yields, high growth stocks were punished the most whereas value, commodities, and financials did a solid job of maintaining strength. I still think tech/growth has the best potential to produce out-sized returns, along with consumer discretionary stocks. As such, the 10 positions below will exclusively belong to these sectors in some capacity.