Expected Returns (June 2020)

Reflections on Covid Cancellations ... Turbulent Tin Cup ...

Tin Cup Demonstration Portfolio (June 2020) by Mark Robertson Jun 01, 2020

Following in Round Table Portfolio-Centered footsteps, CVS Health *CVS), Simulations Plus (SLP) and Alliance Data Systems (ADS) were sold. New positions started in Abbvie (ABBV) and EPAM Systems (EPAM). Shares accumulated in Air Lease (AL), Schwab (SCHW), Align Technology (ALGN), and Jazz Pharma (JAZZ).