Granny Shots Commentary
The best of the best
Thomas J. Lee
Head of Global Portfolio Strategy & Asset Allocation
Former J.P. Morgan Chief Equity Strategist from 2007 to 2014. Top-ranked analyst by Institutional Investor every year since 1998.
- Granny Shots
GRANNY SHOTS: Best bets in 2021 - Week 30
Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are the “best of the best”Stocks which appear in multiple themes. Source: FSInsight Figure:...
- Granny Shots
Q3 2021 Rebalancing of Granny Shots
We select stocks for our Granny Shots portfolio based on their adherence to criteria from three tactical and three strategic thematic investing portfolios. The three strategic investing themes are the rise of AI/Automation, the rise of millennials, and inflation. These themes are considered to have investment horizons of 3-5 years....
- Granny Shots
GRANNY SHOTS: Best bets in 2021 - Week 29
Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are the “best of the best”Stocks which appear in multiple themes. Source: FSInsight Figure:...
- Granny Shots
GRANNY SHOTS: Best bets in 2021 - Week 28
Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are the “best of the best”Stocks which appear in multiple themes. Source: FSInsight Figure:...