The Twitter Top 10 portfolio is closing the gap with the S&P 500 Index (SPX) this month even as we’re seeing a large split between high performers and laggards. Twitter (TWTR), down over 7% and 3D Systems (DDD), down 14% are the largest drags on the portfolio. Facebook (FB), up nearly 14% and Plug Power (PLUG), up 19% are the biggest winners. The rest of the portfolio is basically flat.

One interesting point is that half the stocks are up and half are down. The disparity in gains vs. losses is the largest since we’ve been tracking it. Usually the majority of the stocks move in the same direction. The split suggests that market participants are getting more selective. I take it as a warning to get more selective as well.