“Don't dress up hope as certainty" -Clay Baker The Portfolio Performance The portfolio is UP +19.41% YTD The S&P 500 is UP +12.38% YTD There are no trades today SUBSCRIBE HERE If you've been watching the market this month, you've likely noticed something odd: the boring stuff is being sold off, while the exciting stuff is going vertical. Let’s use three ETFs to get a broad view of the market shift. Healthcare and staples (think XLSI, IXJ) are trending lower. Momentum names
