Subject: Re: Rankings for 18Sep2023
Elan, firstly, I appreciate you posting these rankings! Secondly, looks like the 'crap filter'(current EPS>0)nuked MRNA from top 20 & replaced it with NVDA. In your experience, how often do the top 20 change?

I hold the top 12, HTD 20. The turnover is very slow. Most months there are zero replacements.

Elan