INVESTMENT COMMENTARY & Outlook
April 2021
Our growth portfolios oscillated with the interest-rate-driven rotation in the market in recent weeks, but finished March on a strong note thanks to quarter-end window dressing. Furthermore, this relative strength has continued in April and our growth portfolios seem truly excited about their upcoming first-quarter earnings announcements. We believe the average stock in our growth portfolio will post stunning sales and earnings growth in the upcoming weeks, as you can see in the following link:
The first-quarter announcement season will represent “peak” sales and earnings momentum due to easy year-over-year comparisons. I should add that 2021 will be characterized by …