At the beginning of August, I stated that I could construct a portfolio that would outperform QQQ. I focused on large cap growth stocks. Here are the results as of the end of November. All returns are based on an adjusted close basis.
Ticker Total Adjusted Return
HF SINCLAIR CORPORATION (XNYS:DINO) 2.29%
GRACO INC (XNYS:GGG) 1.35%
HEICO CORPORATION (XNYS:HEI) -2.78%
NEUROCRINE BIOSCIENCES, INC. (XNAS:NBIX) 12.87%
PALO ALTO NETWORKS, INC. (XNAS:PANW) 16.36%
RELIANCE STEEL & ALUMINUM CO. (XNYS:RS) -5.76%
TEXAS PACIFIC LAND CORPORATION (XNYS:TPL) 12.83%
TRADEWEB MARKETS INC. (XNAS:TW) 18.46%
UNITED THERAPEUTICS CORPORATION (XNAS:UTHR) -0.71%
VEEVA SYSTEMS INC. (XNYS:VEEV) -14.42%
WATSCO, INC. (XNYS:WSO) 3.00%
ZOOM VIDEO COMMUNICATIONS, INC. (XNAS:ZM) -6.58%
Average 3.08%
Invesco QQQ Trust 1 (XNAS:QQQ)
1.72%
So far, I am pleased with the results.
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