Weekend Review for 7/4/2021

James Kimball | July 4, 2021

The NQ 100 All Stars model was up +2.67% this week. The QQQ Benchmark closed the week up +2.63%. The NASDAQ powered to new all-time high this week, outpacing the other indexes. Our portfolio closely matched the index this week. We had two new position changes, rotating out of LRCX and NXPI and into NVDA and BIIB, diversifying a little of our portfolio out of the semiconductor space. Markets are closed on Monday for observance

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