This week the S&P was down -1.78% and our portfolio was down -3.43%, so we underperformed the market. Our losses were mainly driven by our consumer cyclical, healthcare, and technology sectors. Within consumer cyclical our losses were driven by Amazon, which missed earnings last week and dropped nearly 20%. Within healthcare our losses were mainly driven by Edwards Lifesciences Corp which also missed earnings and subsequently dropped nearly 20% as well.
Continuation of last week's meeting with pitches from analysts on the following companies:
