Alerts

New Portfolio - Final Pricing

Uncategorized Feb 20, 2022

Market - Green

Below is our new portfolio with final pricing from yesterdays 1 PM buy-in.

		Thu 1 PM	12.5%	+10%
AOSL	Alpha & Omega Semiconductor	57.32	50.16	63.05
CPLP	Capital Product Partners	16.42	14.37	18.06
DAC	Danaos Corporation	99.66	87.20	109.63
AA	Alcoa Corp	73.01	63.88	80.31
CMC	Commercial Metals Co	35.99	31.49	39.59
RJF	Raymond James Financial	115.64	101.19	127.20
SKY	Skyline Champion Corp	80.26	70.23	88.29
SF	Stifel Financial	81.64	71.44	89.80
AMD	Advanced Micro Devices	129.81	113.58	142.79
SSD	Simpson Manufacturing	119.09	104.20	131.00

Please stay tuned,

Please contact me if you have any questions or comments.

New Portfolio

Uncategorized Feb 10, 2022

Market - Green

A late surge in the Nasdaq and S&P 500 carried our portfolio value through the +2.5% threshold as we ended today at +2.90%. We will therefore be selling the portfolio at tomorrow's open.

Sell Portfolio +2.90%

We have begun the selection process for our next portfolio and expect to reenter the market at 1 PM tomorrow.

FYI - the next Portfolio Alert will likely have a slightly different look and feel as we have just completed an overhaul of the back end of our website. One of the many benefits going forward is that email Alerts will be created from site resources and be available afterward as blog posts on our website.

Please stay tuned,

Please contact me if you have any questions or comments.

Below is our new portfolio with approximate pricing based on Wednesday's close.
We will reenter the market at 1 pm today.

		Wed close	12.5%	+10%
AOSL	Alpha & Omega...

Sell Portfolio +2.90%

Uncategorized Feb 10, 2022

Market - Green

SGH Stock Split

Uncategorized Feb 08, 2022

1 2 3 4 5

New Portfolio - Final Pricing

New Portfolio

Sell Portfolio +2.90%

SGH Stock Split

Two Step