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. The tactical themes are our tilt toward Value, Seasonality, and the PMI Recovery. When a stock drops off our list, it isn’t necessarily a sell signal. However, it ...

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