The big question here is, will the continued and predictable attention given to a new Covid-19 variant out of South Africa have a prolonged effect on the direction of the markets, as well as on the stocks in our Model Portfolios? This in combination with a noticeable trend in market participants’ profit taking, or flight to safety, could spell a golden opportunity for us to double down on our biggest convictions in our Favorites Model Portfolio should they have a pronounced fall in price.