Here’s year-to-date of the three main indexes. It’s pretty obvious where the action is: tech stocks benefiting by the work-from-home and shop-from-home technology revolution and the search-for-a-virus. Thank you Amazon, PayPal, Apple, Shopify and Moderna. I also own JNJ, LLY, and UNH. It’s also amazing how quick this V-shaped recovery was. Who knew? Half my […]