Quarterly Portfolio
As of Dec 31, 2021
Portfolio
46.13%
S&P 500
26.89%
Portfolio launched on Jan 2, 2021.
How It Works
10 stocks from 10 different industry groups are placed in an equal-weighted portfolio
Each stock is selected through a vigorous fundamental and technical screening process
All stocks are held onto for three consecutive months
Get access to the upcoming stock picks, along with other perks. Free for 14 days.
Stock picks are revealed a few days prior to the portfolio adjustment.
Holdings
The following table outlines holdings from the previous quarter. In order to view the current holdings, you must be subscribed to the Accumulation. Not a subscriber? Sign up for a 14-day free trial. Otherwise, view the portfolio over at Accumulation.
Summary of Q4 2021 (Oct 1, 2021 – Dec 31, 2021):
Portfolio: + 21.12%
S&P 500: + 10.65%
| Name | Symbol | Sector | Industry | % Change |
|---|---|---|---|---|
| Aon Corp. | AON | Financial | Insurance Brokers | + 5.34% |
| Avis Budget Group, Inc. | CAR | Discretionary | Travel & Tourism | + 77.98% |
| Devon Energy Corp. | DVN | Energy | Exploration & Production | + 28.87% |
| NetApp Inc. | NTAP | Technology | Computer Hardware | + 3.06% |
| ON Semiconductor Corp. | ON | Technology | Semiconductors | + 48.39% |
| Opendoor Technologies Inc. | OPEN | Real Estate | Real Estate Services | - 28.84% |
| Palo Alto Networks Inc. | PANW | Technology | Telecommunications Equipment | + 16.23% |
| Tesla Inc. | TSLA | Discretionary | Automobiles | + 36.27% |
| Unity Software Inc. | U | Technology | Software | + 13.26% |
| Wyndham Hotels & Resorts, Inc. | WH | Discretionary | Hotels | + 16.61% |