Axcel Capital Management, LLC offers actively managed portfolios designed to identify and benefit from market trends that develop in individual stocks, sectors and industries; as well as take precautions to avoid downturns. As such, our portfolios take on a limited number of holdings representing areas of the market that are shown to be positively trending, based on our relative strength assessment. Below are our positions as of August 1st, 2018.
S&P 500 Relative Strength - Positive
Advantage Portfolio Holdings:
Marathon Oil Corp (MRO) - initiated August 2018
* Nvidia (NVDA) was removed from the portfolio this month.
Premium Portfolio Holdings (in addition to Advantage Holdings):
* No changes were made to holdings from previous month.
Disclosure: I am/we are long MRO, AMZN, ANDV, VLO, NFLX, SRPT, FIVE, NTNX, GRUB, NKTR.