After months of lagging performance the Twitter Top 10 portfolio has finally logged a large gain against the S&P 500 Index (SPX). The portfolio is up over 3% from the first Friday of the month while SPX is basically flat. Celgene (CELG), Lululemon (LULU), FireEye (FEYE), and Starbucks (SBUX) are responsible for the majority of the gains. Bank stocks were the laggards.

Below is a performance chart and details of the January picks.