So far this month the StockTwits Top 10 portfolio is playing catch up with the market. The S&P 500 Index (SPX) is basically flat from the first Friday of the month while the StockTwits portfolio is up about 1.25%. The out performance comes from Lululemon (LULU), Celgene (CELG), and Starbucks (SBUX).
There were four losers this month and six winners. Long time readers know that this isn’t normal. Usually almost all of the stocks move together. The current inconsistency in performance is another indicator of market participants getting selective. It backs up what we’re seeing from breadth from Twitter.
Below is a performance chart and details of the current picks.
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