Along with our monthly Consumer Pulse Report, Bespoke’s Pulse subscription service includes access to a model Pulse growth portfolio and a model Pulse conservative portfolio. In last month’s portfolio update, we had to remove Cynosure (CYNO) from the Pulse Growth Portfolio because it received a takeover offer 30% above where it was trading. We ended up replacing CYNO last month with Panera Bread (PNRA) — which amazingly just received a buyout itself yesterday at $315/share. So this month we’ve removed PNRA from the Pulse Growth Portfolio for a one-month gain of 36%, and we’ve replaced it with a new growth stock.
Since our last monthly update, our Pulse Growth Portfolio gained a whopping 7% versus a decline of 0.5% for the S&P 500. Along with PNRA, stocks in the portfolio like Tesla (TSLA), Amazon.com (AMZN), Align Tech (ALGN), and Trivago (TRVG) all posted big gains. To see the full Pulse growth and conservative portfolios, sign up for a 30-day free trial to our Bespoke Consumer Pulse subscription service. We provide more details on our monthly Consumer Pulse Report that’s also included with the service in the next paragraph. (As always, past performance is not a guarantee of future returns.)
Bespoke’s Consumer Pulse Report is an analysis of a huge consumer survey that we run each month. Our goal with this survey is to track trends across the economic and financial landscape in the US. Using the results from our proprietary monthly survey, we dissect and analyze all of the data and publish the Consumer Pulse Report, which we sell access to on a subscription basis. With a 30-day free trial, you’ll get coverage of consumer electronics, social media, streaming media, retail, autos, and much more.