Today was one of those good days with SPY up 2.5% and QQQ up 3%.

But it also showed why you should invest in quality companies in a drawdown. During a rebound, these companies will outperform the index.

Birkenstock is up 6.5%, and LVMH is up 6%. You can see the trend hold even with the biggest companies — Both Amazon and Google rose more than the index.

This is how you make every crisis into an opportunity.