Jun. 16 at 3:26 PM
Alpha Picks Style Portfolio - Momentum + Value Blend
I’ve been tracking Seeking Alpha’s Alpha Picks strategy, and the performance speaks for itself:
📈 1Y: +94.93%
📈 YTD: +42.57%
Recent additions also showing strong relative momentum
$SNEX | capital markets + trading infrastructure exposure
$SNDK | memory cycle leveraged play (AI-driven demand tailwind)
$MXL | mixed-signal / RF + data infrastructure exposure
$CRDO | high-speed connectivity / SerDes backbone for AI clusters
$NEXA | cyclical materials + industrial recovery optionality