Q1 2020 Where Jovan Was Right/Wrong
(Inspo from @ColinCowherd @TheHerd)

Where Jovan Was Right: $MSFT $AAPL $SPCE $NET $LMT
Cloud &amp; defensive plays won big

Where Jovan Was Very Wrong: $DIS $JPM
COVID and interest rate cuts hurt big here

Biggest Miss: $PTO 😩
Of course...