That’s all for July! With the 7th month of the year now in the can, let’s take a quick look at YTD performance:
Dow Jones Industrial Average +4.5%
S&P 500 INDEX +9.3%
NASDAQ COMPOSITE + 25.5%
52 week performance is a tad less robust.
When people ask why we own Tech, this is the reason: Relative Valuations and Momentum.
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