WSO Alpha

Still expensive, but too many tailwinds to ignore and a strong IP portfolio for this fast-growing tech play. Also, nice entry point after some of the air has come out of lofty growth valuations. View Trade

If growth is out of favor, this is one of the names that could drop the most, so we'll take our victory lap here and live to fight another day. View Trade

Reducing exposure to growth stocks for some downside protection View Trade

I think growth stocks have more pain coming, so I rather hide out in some safer names. View Trade

Strong FCF generation value play as well as a hedge against higher interest rates/inflationary environment with so many growth stocks in the portfolio. View Trade

Accept defeat and move on after a decent recovery the last month View Trade