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Context: These setups should always be evaluated through the lens of your overall portfolio risk parameters.
SOXX semiconductor stocks are the YTD winners, with IGV software stocks, XLK megacap technology, and BLOK blockchain trailing close behind. TAN solar and KRE regional banks are the worst YTD performers.
On the 1-month timeframe, MSOS cannabis stocks are the standout by FAR.
On the 1-week timeframe, the ARKK innovation ETF outperformed, which was an unexpected divergence given the weakness in US treasuries.
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