Navaratnas

Navaratnas weekly.

Issue 013 · Monday, July 27, 2026

This week's screen of 118 U.S. equities: 2 Navaratnas (9/9), 10 watch (8/9), 38 monitor (7/9). 4 active positions, 0 new this week, 0 exits.

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Active positions

EOG released May 10, 2026 · day 78 · score 9/9 · Energy HOLD
NEM released May 10, 2026 · day 78 · score 7/9 · Basic Materials HOLD
MU released Jun 25, 2026 · day 32 · score 9/9 · Technology HOLD
META released Jul 10, 2026 · day 17 · score 8/9 · Communication Services HOLD

New this week (9/9)

No new alignments this week.
Conviction is a function of restraint.

Watch (8/9)

GOOGL 8/9 · Alphabet Inc. · Communication Services
MSFT 8/9 · Microsoft Corporation · Technology
NVDA 8/9 · NVIDIA Corporation · Technology
META 8/9 · Meta Platforms, Inc. · Communication Services
TSM 8/9 · Taiwan Semiconductor Manufacturing Company Limited · Technology
ASML 8/9 · ASML Holding N.V. · Technology
AMAT 8/9 · Applied Materials, Inc. · Technology
ZM 8/9 · Zoom Communications, Inc. · Technology

Monitor (7/9)

AAPL 7/9 · Apple Inc. · Technology
V 7/9 · Visa Inc. · Financial Services
MA 7/9 · Mastercard Incorporated · Financial Services
LLY 7/9 · Eli Lilly and Company · Healthcare
KO 7/9 · The Coca-Cola Company · Consumer Defensive
AVGO 7/9 · Broadcom Inc. · Technology
AMD 7/9 · Advanced Micro Devices, Inc. · Technology
CRM 7/9 · Salesforce, Inc. · Technology

Exits this week

No exits this week.

The playbook

Entry, buy at next open when 9/9 fires; 5-10% allocation. Hold, 60-day floor, 120-day target. Exit, score < 7, 15% stop, or 120 days elapsed.