If you guys have been following me for a while you are probably familiar with my “Hidden Gems of the counter cycle” series, where I introduced some companies that have a history and tendency to counter recessionary environments and actually flourish when the market drops hard. I thought maybe you’d be interested to see how they held up under this week’s pressure. I wrote about 5 wonderful companies that grew and had very positive performances during previous financial crisis events and here is how they held up this week: 1) $ECPG +2.37% (Debt recovery solutions) 2) $AZO +6.8% (Sell auto spare parts DiY) 3) $ORLY +3.8% (Sell auto spare parts DIY) 4) $FCFS +0.17% (Pawn shop network) 5) $HRB +9.15% (tax return tools) This week was a good pressure test for my counter cycle gems 💎, held up like a rock against the avalanche that destroyed my high beta holdings. 😅😅 Portfolio rotations will continue strong on Monday… while this week I added more $WMT$DINO$SU$HL$CVE
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Andy
@violetandy · 3m
Remember that exercise based on Buffett’s average returns? $ATD was a Canadian winner AND went up over 6% last week.😊
Michelle Womack@spartangreen · 7m
Love your portfolio rotation additions!!!!
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