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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?


To: Sun Tzu who wrote (9528)1/8/2025 6:03:02 PM
From: Sultan1 Recommendation

Recommended By
sixty2nds

  Read Replies (1) | Respond to of 10522
 

The stock portfolios of more than two dozen members of Congress outperformed the market in 2024. This isn't due to luck or skill. Lawmakers can use privileged information to trade stocks while they’re supposed to be working for you. Make no mistake, it’s legalized corruption.

Robert Reich (@rbreich.bsky.social) 2025-01-08T23:00:31.029Z



To: Sun Tzu who wrote (9528)1/9/2025 11:29:28 AM
From: sixty2nds  Read Replies (1) | Respond to of 10522
 
One could make the argument that 150 stocks is too many wrt Diversification

BUT

I will not.

In the context of Total Portfolio

I'm good with 6-10.

The Trade Portfolio, where Biotech exists as a subset, is 3%
The objective is to push The Trade Portfolio to north of 10%
AND
Grow the rest.

Given yesterday's EQX PR and The Bond Vigilantes push to 5%

I may push EQX to 3X

Pushing an existing Position that is finally beginning to perform

IS

Most often better than opening a new Position.

Good ideas are hard to find.

Cheers,
60



To: Sun Tzu who wrote (9528)10/8/2025 1:26:17 PM
From: Sun Tzu  Read Replies (2) | Respond to of 10522
 
VIR is clawing its way up from the depths of abyss.
Next resistance is 7 then 8 then below 10.

Also, by the end of January, AQST will be either a lot higher than here or in a dumpster fire.