ECCW - YH Weekly Commentary | June 27 2021

• The major indices had their best week since March after having their worst week since January. New highs were recorded on both the S&P 500 and the Nasdaq.
• I continue to hold Invesco S&P SmallCap Energy ETF (PSCE) in my account which was up 10% in the last week and 21% in the last month.
• I think the value/cyclical trade should continue to work for the remainder of the summer - at least. For value stocks, my two go-to investments have been YACKX and VLUE.
• I did add to some of my individual equities buying up some CrowdStrike (CRWD), Spotify (SPOT), Zoom Video (ZM), and Teladoc (TDOC).
• Opportunities today come by fast and you need to pounce. On Friday, I added a few hundred shares of Nuveen Credit Opp 2022 Term (JCO).

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