- Retail tax loss selling and institutional portfolio window dressing can artificially depress underperforming stocks in the final trading days of the calendar year.
- Buying a basket of underperformers, the goal is to outperform the S&P 500 by five percentage points at some point during January 2022.
- The portfolio, highly concentrated and highly risky, is meant to represent a quick trade to be exited in January.
- The final trading day of the year is my favorite day to take advantage of this after-Christmas sale.
For further details see:
A 2021 Year-End Portfolio Of Bounce Candidates Expected To Outperform In January