The following three portfolios were launched at the beginning of 2021 for Digital Transformation marketplace service subscribers looking for long-term (capital gain) strategies.
SKYY-Light LT holds 10 stocks taken from the constituents of the First Trust Cloud Computing ETF (SKYY). The SKYY ETF targets X-as-a-Service (XaaS) companies that have a high degree of recurring revenue. The most recent quarterly report can be found here.
HACK-Less LT holds 10 stocks taken from the constituents of the ETFMG Prime Cyber Security ETF (HACK). The HACK ETF targets cybersecurity companies. The most recent quarterly report can be found here.
DT Wide Moat LT holds 10 stocks chosen from a universe of digital transformation stocks that are designated as having a “wide economic moat” by Morningstar.com. The most recent quarterly report can be found here.
These portfolios are variants of the original strategies launched at the start of 2020 (see below) but are rebalanced quarterly instead of weekly. The next rebalance period is the second week of November.
Monthly Performance
Performance Chart
Risk Metrics
About the Digital Transformation Marketplace Service
The Digital Transformation marketplace service covers a wide variety of high-growth stocks, mostly software-oriented, that are involved either in shaping the new world of digital or are undergoing a digital transformation. Four portfolios are provided that capitalize on the paradigm shift: SKYY-Light, HACK-Less, DT Wide Moat, and Steve's Picks. The first three portfolios are quantitative in nature. Stocks are rated according to a unique growth formula that has proven successful during backtesting and also during live performance. For example, the SKYY-Light portfolio returned 174% in 2020.
