Investing.com — And the bull market raged on in February, driven by another impressive earnings beat by NVIDIA (NASDAQ:NVDA) and dwindling PCE inflation - generally regarded as the Fed's preferred inflation measure.
Against the positive backdrop, both the NASDAQ Composite and the S&P 500 posted their best February performance since 2015, jumping 6.12% and 5.10%, respectively. While lagging amid the risk-on environment, the Dow Jones Industrial Average also managed to notch a comfortable 2.25% gain in the period as the bull market gained a bit more breadth.
These numbers mark the best start to a year for US indexes since 2019.
Yet, despite the very high bar, our strategies managed to do even better. In fact, those following Tech Titans notched an unbelievable 20.8% in the month. Other highlights are Mid Cap Mover: 8.7% in February and Beat the S&P 500: 7.8%.
Below is the current 10-year performance of our strategies and their outperformance against the S&P 500 after the incredible start to the year.
- Beat S&P 500: 1,076.5%; 816.3%
- Dominate the Dow: 631.5%; 433.2%
- Tech Titans: 1,745.9%; 1,485.7%
- Top Value Stocks: 911.8%; 651.6%
- Mid-Cap Movers: 676.2%; 416%
- Best of Buffett: 358%; 143.4%
Now, with no further ado, let's get to the part that matters the most: What to buy and what to sell in March.
Beat the S&P 500
Stocks to Buy:
- Constellation Energy Corp (NASDAQ:CEG)
- Humana Inc (NYSE:HUM)
- Discover Financial Services (NYSE:DFS)
- Wells Fargo & Company (NYSE:WFC)
- Applied Materials (NASDAQ:AMAT)
- Diamondback (NASDAQ:FANG)
- Meta Platforms (NASDAQ:META)
- Biogen Inc (NASDAQ:BIIB).
- Capital One Financial Corporation (NYSE:COF)
Stocks to Sell:
- Broadcom (NASDAQ:AVGO)
- The Bank of New York Mellon (NYSE:BK)
- DexCom Inc (NASDAQ:DXCM)
- U.S. Bancorp (NYSE:USB)
- IDEXX Laboratories Inc (NASDAQ:IDXX)
- The Goldman Sachs Group (NYSE:GS)
- Lennar Corporation (NYSE:LEN)
- Synopsys (NASDAQ:SNPS)
- Airbnb (NASDAQ:ABNB)
Dominate the Dow
Stocks to Buy:
Stocks to Sell:
Tech Titans
Stocks to Buy:
- Nutanix (NASDAQ:NTNX)
- NVIDIA Corporation (NASDAQ:NVDA)
- IPG Photonics (NASDAQ:IPGP)
- Teradata Corporation (NYSE:TDC)
- AppLovin Corporation (NASDAQ:APP)
- Zoom Video Communications (NASDAQ:ZM)
- Marathon Digital (NASDAQ:MARA)
- Pure Storage (NYSE:PSTG)
Stocks to Sell:
- Lattice Semiconductor Corporation (NASDAQ:LSCC)
- Photronics (NASDAQ:PLAB)
- Xerox (NASDAQ:XRX)
- Axcelis Technologies (NASDAQ:ACLS)
- InterDigital (NASDAQ:IDCC)
- Insight Enterprises (NASDAQ:NSIT)
- Allegro Microsystems (NASDAQ:ALGM)
- Manhattan Associates (NASDAQ:MANH)
Top Value Stocks
Stocks to Buy:
- Charter Communications (NASDAQ:CHTR)
- Tapestry (NYSE:TPR)
- Humana Inc (NYSE:HUM)
- PayPal (NASDAQ:PYPL) Holdings, Inc.
- Discover Financial Services (NYSE:DFS)
- Coupang LLC (NYSE:CPNG)
- Vistra Energy Corp (NYSE:VST)
- EMCOR Group Inc (NYSE:EME)
- Royalty Pharma Plc (NASDAQ:RPRX)
- UnitedHealth Group Incorporated (NYSE:UNH)
- The Hartford Financial Services Group (NYSE:HIG)
- American Express Company (NYSE:AXP)
- DaVita (NYSE:DVA)
Stocks to Sell:
- Caesars Entertainment (NASDAQ:CZR)
- Lennar Corporation (NYSE:LEN)
- Applied Materials Inc (NASDAQ:AMAT)
- Skyworks Solutions (NASDAQ:SWKS)
- Builders FirstSource (NYSE:BLDR)
- FedEx Corporation (NYSE:FDX)
- D.R. Horton Inc (BVMF:D1HI34)
- NVR (NYSE:NVR)
- Dick’s Sporting Goods (NYSE:DKS)
- Gen Digital (NASDAQ:GEN)
- Bristol-Myers Squibb Company (NYSE:BMY)
- Cisco Systems (NASDAQ:CSCO)
- PACCAR Inc (NASDAQ:PCAR)
Mic-Cap Movers
Stocks to Buy:
- Concentrix Corp (NASDAQ:CNXC)
- Powell Industries (NASDAQ:POWL)
- Tripadvisor Inc (NASDAQ:TRIP)
- Caesars Entertainmen
- SkyWest (NASDAQ:SKYW)
- Integra LifeSciences Holdings (NASDAQ:IART)
- United States Cellular (NYSE:USM)
- IPG Photonics Corporation (NASDAQ:IPGP)
- Perficient (NASDAQ:PRFT)
- Frontdoor (NASDAQ:FTDR)
- Amphastar Pharmaceuticals (NASDAQ:AMPH), Inc.
- YETI Holdings Inc (NYSE:YETI)
- Teradata Corp (NYSE:TDC)
- Iridium Communications (NASDAQ:IRDM)
Stocks to Sell:
- Crocs (NASDAQ:CROX)
- Euronet Worldwide (NASDAQ:EEFT)
- ODP Corp (NASDAQ:ODP)
- First Interstate BancSystem (NASDAQ:FIBK)
- Academy Sports Outdoors Inc (NASDAQ:ASO)
- WaFd Inc (NASDAQ:WAFD)
- Lattice Semiconductor Corporation
- DigitalOcean Holdings Inc (NYSE:DOCN)
- Hub Group (NASDAQ:HUBG)
- Grocery Outlet Holding (NASDAQ:GO)
- Abercrombie & Fitch (NYSE:ANF)
- M/I Homes (NYSE:MHO)
- Zions Bancorporation (NASDAQ:ZION)
- Halozyme Therapeutics (NASDAQ:HALO)
Best of Buffett
Stocks to Buy:
- American Express Company (NYSE:AXP)
- DaVita HealthCare Partners (NYSE:DVA)
- Amazon.com (NASDAQ:AMZN)
- Liberty Media Formula One (NASDAQ:FWONK)
- NVR (NYSE:NVR)
- The Kroger (NYSE:KR)
- Floor & Decor Holdings (NYSE:FND)
- Louisiana-Pacific (NYSE:LPX)
- T-Mobile US (NASDAQ:TMUS)
Stock to Sell:
- The Procter & Gamble Company (NYSE:PG)