Fundstrat Global Advisors founder Tom Lee recently completed the quarterly rebalancing for his Granny Shots portfolio, a list of his top 36 stock picks which has consistently outperformed the market since its inception on Jan. 10, 2019. This year alone, the Granny Shots portfolio’s 19.33% rally has also outpaced the S&P 500′s 13.9% gain. The rebalance comes as rising yields and escalating geopolitical tensions have rattled investors in recent weeks. Despite this backdrop, Lee sees the case for the stock market to rally heading into yield-end. |