I made some wholesale changes to the old portfolio. Here’s what I did:
I sold out of BPFH, EDMC, ATPG, half of that stupid MOTR, 15% of EXK and10% of PWER.
With the proceeds and some cash reserves, I bought loads of OXY for the $100 roll. I bought CMP (rock salt), WTI and a healthy portion of RAS for a squeeze. Oh, I also added to REXX.
There is a reason behind ever sale and purchase, none of which needs to be explained on this here forum. Just know and understand, there are smarter men than you out here, making life better for those of you who live in housing tenements.
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gg
You have obviously renewed your license to print money since the VXX accident. Congrats on a good year to date.
Is EXK still your largest holding? Why the sale?
REXX is slightly bigger. I sold due to a weighting concern. That’s all. I still love the name.
“. . . there are smarter men than you out here, making life better for those of you who live in housing tenements.”
What about those of us who are homeless and now using the public library to warm up, for bathroom breaks, and internet access ?
Yes, you too, Devil Dawg.’
_________
add that DO Diamond Offshore too.
my kids are spending time on mobile games so buy some ERTS
What about SOL?
sold it
PWER has been sucking wind.
constant recalibration of the ports. i find that most refreshing,cause it works.you just cant be in shit for too long anymore,no more perform=ma fung gu,good bye..next……..silver is en fucking feugo
Fly, why did you buy MOTR? Oversold?