Granny Shots
Stock List
Granny Shots
Stock List
Updating "Granny shots": +9 additions, -5 deletions
- Granny Shots October Quarterly rebalance today
- see below for adds and deletes
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37 GRANNY SHOTS: Adding 9 Stocks. YTD outperformance +362bp
Today is the October quarterly rebalance of our Granny Shots portfolio. The Granny Shots is a list of our core stock holdings, using 6 thematic/quantitative portfolios and is designed to identify long-term EPS growers. Since inception in 2019, Granny Shots has outperformed every year:
- 2019 +879bp
- 2020 +3,015bp
- 2021 +392bp
- 2022 +362bp YTD
9 rebalance additions are:
- AMGN -0.69% ,
- CF 0.73% ,
- EOG 1.15% ,
- FCX 2.48% ,
- HUM -0.80% ,
- LIN -0.41% ,
- ORLY -0.58% ,
- PSX 1.28% ,
- UNH
5 rebalance deletions are:
Below are the 2-year stock charts for the 9 additions.
37 GRANNY SHOTS: Updated list is below
The revised 37 Granny shots are shown below. The list is sorted by the most attractive (most frequently cited) to least. To be a “Granny shot” the stock needs to appear in at least two portfolios:
- AAPL -1.12% in 4 of 6 portfolios
- GOOGL -0.25% MSFT -0.33% in 3 of 6 portfolios
- AMZN 0.19% META -1.68% in at least 2
- This reinforces our favorable view of FANG in 2H2022
37 Granny Shot Ideas:
Communication Services: GOOGL -0.25% , META -1.68%
Consumer Discretionary: AMZN 0.19% , AZO -1.29% , GPC -0.17% , GRMN 0.60% , ORLY -0.58% , TSLA -2.23%
Consumer Staples: BF/B, MNST 0.14% , PG -0.22% , PM -0.66%
Energy: CVX 0.89% , DVN 1.46% , EOG 1.15% , PSX 1.28% , XOM
Financials: ALL 1.87% , AXP -0.03%
Health Care: AMGN -0.69% , HUM -0.80% , UNH
Information Technology: AAPL -1.12% , AMD 0.50% , AVGO 0.51% , CSCO 0.28% , KLAC 0.24% , MSFT -0.33% , NVDA -0.13% , PYPL 0.69% , QCOM -0.18%
Materials: CF 0.73% , FCX 2.48% , LIN -0.41%
Real Estate: AMT 0.11% , CCI 0.23% , EXR 0.17%
SEASONALITY: The 8 groups most attractive for next 6 months
There is an element of seasonality for Granny Shots and our rebalance highlights these 8 groups as most attractive:
- Automotive Retail
- Managed Health Care
- Semiconductor Equipment
- Construction Machinery & Heavy Trucks
- Copper
- Application Software
- Fertilizers & Agricultural Chemicals
- Oil & Gas Refining & Marketing
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37 Granny Shot Ideas: AAPL -1.12% , ALL 1.87% , AMD 0.50% , AMGN -0.69% , AMT 0.11% , AMZN 0.19% , AVGO 0.51% , AXP -0.03% , AZO -1.29% , BF/B, CCI 0.23% , CF 0.73% , CSCO 0.28% , CVX 0.89% , DVN 1.46% , EOG 1.15% , EXR 0.17% , FCX 2.48% , GOOGL -0.25% , GPC -0.17% , GRMN 0.60% , HUM -0.80% , KLAC 0.24% , LIN -0.41% , META -1.68% , MNST 0.14% , MSFT -0.33% , NVDA -0.13% , ORLY -0.58% , PG -0.22% , PM -0.66% , PSX 1.28% , PYPL 0.69% , QCOM -0.18% , TSLA -2.23% , UNH, XOM
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The Granny Shots page will be updated shortly. See above for more details.
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