Correcting A Chart 

In a post earlier this week ("Silvergate Soars Again"), we included this screen capture of our system's top ten names from six months ago, 

Screen capture via Portfolio Armor on 5/6/2021.

But the chart showing the performance of those names since was incorrect, due to an issue with our data provider, Nasdaq subsidiary Quandl (They started using a new API format a few days ahead of schedule). In any case, the issue has been resolved, and below is the correct chart, updated as of Wednesday's close. 

As you can see, our latest top names cohort to approach the end of its six-month time period was up 58.37% so far, versus 11.62% for SPY, led by Avis Budget Group (CAR) and Silvergate Capital (SI), both of which spiked this week. Laredo Petroleum (LPI) and Tesla (TSLA) rounded out the top four. 

As we noted in our previous post (Avis Pulls Away), the performance of our May 6th, 2021 cohort, and the preliminary performance of some more recent top names cohorts, suggest we may be in another period of outperformance for the key factor in our security selection process.