How we’re positioning our portfolio heading into the worst month of



We’ve been shaping our investments around companies that can historically hold up in tough environments, and using downturns to buy high-quality tech.



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Advanced Micro Devices IncAmazon.com IncbeveragesBreaking News: Marketsbusiness newsDevon Energy CorpDow Jones Industrial AverageFood and drinkheadingHealth care industryInvestment strategyJIM CRAMERJohnson & JohnsonMarketsMarvell Technology IncMicrosoft CorpmonthNVIDIA CorpPioneer Natural Resources CoportfolioPositioningQualcomm IncRetail industryS&P 500 IndexSalesforce IncStarbucks CorpTechnologyTJX Companies IncWorst
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