Over the past month the StockTwits Top 10 portfolio lagged the market. The under performance was mostly a result of a nearly 20% decline from First Solar (FSLR). Celgene (CELG) was the only outstanding winner up 12%. For the month the portfolio was up just over 1%.

It’s the first Friday of the month so it’s time for new picks for the following month. The portfolio takes the top 10 strongest stocks on StockTwits from the previous month.

Below are the details of last month’s picks. I’ll update them with today’s closing prices sometime over the weekend.