Q1 2021 Rebalancing of Granny Shots

We added five stocks because they comport with our Value/Growth Tilt and Seasonality tactical investing themes. We added two stocks because we expect them to perform well due to Seasonality and the PMI Recovery. Four other stocks were added for their congruence with our Millennial Strategic Investing Theme and our style-tile toward Value/Cyclicals. One stock was also added due to it being aligned with our style-tile and our AI/Automation investing theme. We measure the performance of our picks ...

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