A portfolio is a lot like a garden. Sometimes you have to do some weeding to let the flowers thrive. Skechers found its way on our list due to its relative strength. But when it didn't move as strong as the market, we took our profit to move on to new ideas.
SKX, CMG, BKNG, JPM and STRL have been highlighted in this Market Edge article.
The big rotation has begun. What was hot in 2021 has been replaced by new companies this year.