Surprise, ladies and gentlemen. While you may have forgotten my promise to record my performance, I have not.
Here is the Talir Index, updated from my first appearance on this site, through year end 2010.
I’ll go through and give a Q1 update midway through April. While I would like to do so immediately after March, I’m afraid I will be in the Caribbean starting April 8, until the 15th. And, while I’ll likely bounce on now and again to throw some smart ass remark, I will not be all that interested in playing around in spreadsheets…I’m sure you understand.
Now, I hope your weekend has been agreeable. I’ll see you back at it tomorrow.
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Out of UEC for $3.90 a share.
I’m still thinking the backlash against the nuclear industry is overblown, but I’m concerned that they’ve found Plutonium outside the reactor. Don’t fuck with alpha emitters; if this thing cleaned itself inside of our lifetimes, that’s one thing. But if there’s material that sticks around (including subsequent decay isotopes) for thousands of years, then you can bet that’ll be a rallying call for the anti-nuclear energy crowd.
Between UEC and CCJ, UEC is the worse, so I’ve cut it. CCJ is going to be allowed to ride, and on it’s own consitutes 5% of my portfolio.