This class discussed the market's continued surge and some of the themes associated with the move. CRISPR stocks have caught fire in the last month and have marched higher on the Stock Selector tool. However, due to the broader Health Care sector stalling out, top down trend traders are looking for opportunities elsewhere. In today's case, we scanned the Financials sector for an opportunity.
This class discussed our newest position in the long term portion of our portfolio, due to an assignment last week. We then discussed the build out of a portfolio through a cycle of bearishness and bullishness, like we've experienced here recently. Our head-to-head match-up was between an Aristocrat within the Materials space and a well-known global brand within the Consumer Discretionary sector.
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