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Day 158: Crossing +23%

The Mother's Little Helper portfolio was up today +$4,085.62 (+0.57%) .

Overall GAIN YTD: +$136,618.18 (+23.40%).

According to CNN Money our benchmark index, the S&P 500 is up +8.54% Year To Date (

Today's biggest gainers had one thing in common, they have very little in common. While there are overlaps in industries like healthcare, technology and semi conductors, even those companies compete in different parts of their respective industries. The more I see positive earnings reports and growth that is broad based the more conviction I get in the strength of this market.

  • Dynavax Technologies is a clinical-stage immunotherapy company

  • Veeva Systems provides cloud-based software for the life sciences industry

  • NutriSystem provides weight management products and services

  • Masimo Corporation develops, manufactures, and markets medical noninvasive monitoring technologies

  • Logitech makes devices for PC's and modile devices

  • Applied Materials provides manufacturing equipment, services, and software to the semiconductor, display, and related industries

  • Lam Research designs, manufactures, markets, refurbishes, and services semiconductor processing systems used in the fabrication of integrated circuits

  • Celgene develops, and commercializes therapies to treat cancer and inflammatory diseases

  • Boeing designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight, and launch systems and services

  • Ulta Beauty provides cosmetics, fragrance, skincare, haircare, bath and body products, and salon styling tools

  • Facebook is a social media company

  • Dorman Products supplies automotive replacement parts, automotive hardware, brake products, and household hardware to the automotive aftermarket and mass merchandise markets

  • IPG Photonics develops and manufactures a range of high-performance fiber lasers, fiber amplifiers, and diode lasers

  • NetEase operates an interactive online community in the People’s Republic of China

  • Citrix Systems provides an integrated platform for secure app and data delivery, and network functionality as a cloud-based service

  • RedHill Biopharma developes and commercializes late clinical-stage, proprietary, orally-administered, and small molecule drugs for the treatment of gastrointestinal and inflammatory diseases, and cancer

  • Thor Industries designs, manufactures, and sells recreational vehicles, and related parts and accessories

Stay Invested,

Clay Baker

Disclosure: I am personally invested long in these stocks that appear in the MLH portfolio and may purchase or sell share withing the next 72 hours. I am also invested in other stocks that do not appear in the MLH portfolio: BA, BRK.B, CELG, CSCO, CTXS, CVX, DOW, DVAX, FB, IBM, NTES, NVDA, OMER, PFE, PG, RDHL, SCHW, THO, TWX, VEEV, VZ, XLNX, XOM

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

This article is not intended to offer investing advice, guarantee 100% accurate predictions, or to be interpreted as providing a personal recommendation.

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