YTD Index Performance

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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