Large cap growth flips again

Prospero.Ai Morning Sector Portfolio Update 04/08/24

This market cannot decide if it likes growth stocks or not. After a good week last week Mid and Large cap growth have had a tough start to the week again. When will market makers decide how they want to value these stocks and make it easier on all of us? No doubt this volatility comes from concerns for the CPI reading this Wednesday…

In this letter:

1. Current Portfolio (Made a few moves this morning)

2. Market Update

3. Sector Update

4. Market Cap and Value/Growth Performance Update

5. Portfolio Update