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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (78180)10/6/2025 1:06:25 PM
From: Madharry  Read Replies (1) | Respond to of 78468
 
I reduced 1/2 of the increase mu exposure i added about 10 days ago after a 20% runup and put the proceeds into ritm which is now paying a bit above 9% distribution. MU is still the 2nd largest position in my portfolio with about 5% weighting. Baidu is the largest with a 7% weight.