I’ve been in and out names so fast, I am sure it’s hard for many of you to keep track of what the hell I am doing.
In summary, I am at new highs, +32% for the year, up more than 3% today.
My largest positions are JIVE, FRO, YZC and MT, in no particular order.
I’m also long and liking ANFI, IMMR and MCP.
Things have been very fluid and I am still liquid for 10% of assets, which are in cash. I’m also not limiting myself to cash on hand, open to the idea of using leverage for trades.
Eventually the market is going to stop going higher. Until then, I’ll keep trading whatever the people crave.
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Fly, any thoughts on PKD?
Egregious coin bankery… 🙂
You still in MU Fly?
Yes
Long term hold
I think he said he’s not selling until it hits $14+
correct