Four of Portfolio A1’s five holdings – all but WCG, which was purchased on Monday – can now claim double digit returns. As WCG (WellCare Health Plans) has been a top performer in the red hot health care sector, the current composition of this portfolio looks as strong as it has been since the launch eight weeks ago. During those 8 weeks, Portfolio has gained 4.4%, while the benchmark S&P 500 has declined 0.2%.
There are no changes to the portfolio for the coming week.
A snapshot of the portfolio is as follows: