• 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
Updating Granny shots: +9 additions, -5 deletions

9 rebalance additions are:

5 rebalance deletions are:

Updating Granny shots: +9 additions, -5 deletions
Source: Fundstrat, Bloomberg

Below are the 2-year stock charts for the 9 additions.

Updating Granny shots: +9 additions, -5 deletions

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:

Updating Granny shots: +9 additions, -5 deletions

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%

Updating Granny shots: +9 additions, -5 deletions

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

_____________________________

3Granny 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.

We publish on a 3-day a week schedule:

Monday
SKIP TUESDAY
Wednesday
SKIP THURSDAY
Friday

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