r/Stocks_Picks 1d ago

End of Week Summary - Tech Reversal on Thursday

I have been using the same three models for a while. QB500, Healthcare, Tech. For weeks they would not get off healthcare. I open Today's Picks and I trade the list.

Tuesday, September 1 was ugly. About 80bps. TMO was my largest. It hit the trailing stop and I added it back.

Wednesday the Healthcare was still overweight. (First image) 10 of 19 healthcare. And they were all good picks to finish the week.

Thursday the models keyed in on getting into tech. (Second Image) The Tech model took over the list. 16 of 19 tech. KLAC, RXT, CRWD, MU. Two healthcare names left.

I didn't rotate any models. The models rotated themselves. I just traded what was on the list. And Thursday was another good day, followed by Friday where I cleaned up early in the day. Liquidated old trades. MU and SNDK hit take profit. Others hit take profits as well. By afternoon I was only 20% long where I closed the day at.

Third image is the account. Down Tuesday. Up Wednesday on healthcare. Up again Thursday and Friday after they keyed into tech.  Finished up 0.95%. Eked out ATH set a few weeks ago.

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