The Model Portfolio has a Remove signal for My Guru’s.
Remove Sumo Logic (SUMO). The transaction is recorded at the close of trading on 3/31/23. The Guru is locking in the 21% profit on this stock to deploy the cash elsewhere. This stock has a buyout offer that was accepted. The Guru waited after the offer was accepted to see if a higher offer from another company might be made. The Guru has decided no higher offer is going to come.
In the three Model Portfolios, Mid Cap Flyers, Small Cap Discoveries and My Guru’s:
Performance 2023 to date
| Mid Cap Flyers | 0.9% |
| MDY – Mid Cap ETF | 3.5% |
| Small Cap Discoveries | 8.3% |
| IJR – Small Cap ETF | 2.2% |
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