Top Picks: 2021 Review

Portfolio Update

2022-01-07

12:00

Top Picks discusses 2021 and the current portfolio setting, including cyclicality and the tech versus life science portions. We also sell an ill-timed position.

MS

Mark Siöstedt

Unlock with Premium

Access this portfolio update and all our holdings with a premium membership.

Already a member?

Sign in

Top Picks portfolio return

1Y

3Y

5Y

Disclosures and disclaimers