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I made two trades:
- I sold out of my $OVTI stake for a loss.
- I bought a full position in $HMIN
All trades are timestamped inside The PPT.
UPDATE: I bought a 1/2 position in $NOG.
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TOTAL PORTFOLIO:
EQUITIES: 58%
- LONG: 58% ($NOG $LVS $MELI $LCAPA $BZ $HMIN $ISLN $RDWR $CMI)
OTHER INSTRUMENTS: 8%
- $TBT
CASH: 34%
What’s your take on SVN? Used to own this a few months ago. A little less history than HMIN, but same genre. Looks to be approaching all time highs.
Thanks.
Wouldn’t chase it here, but it looks great if it pulls back or flags out.
I’m curious when you are going to run out of these cool pictures to put up…
LOL. I’ll let you know when I start getting nervous.