Keeping Score, January 2022

I’ve just updated my Keeping Score page for January 2022. Not so surprisingly, defensives and Energy have been the best performers in a down month.

2 responses

    • You’re right. You’d think the sector would have some defensive qualities. But Healthcare is a very diverse sector, a mix of pharma + hospitals + biotech + medical tools. I don’t know enough to comment, other than to say that biotech and some covid-related pharma stock (like Moderna) did very poorly during the month.

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