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 Semiconductor 56.39 49.34 62.03
CPLP Capital Product Partners 15.98 13.98 17.58
DAC Danaos Corporation 98.66 86.33 108.53
AA Alcoa Corp 70.70 61.86 77.77
CMC Commercial Metals Co 35.79 31.32 39.37
RJF Raymond James Financial 116.32 101.78 127.95
SKY Skyline Champion Corp 78.03 68.28 85.83
SF Stifel Financial 81.69 71.48 89.86
AMD Advanced Micro Devices 129.91 113.67 142.90
SSD Simpson Manufacturing 119.10 104.21 131.01
As always, the final pricing will be distributed later this afternoon.

Good luck and stay tuned,

Please contact me if you have any questions or comments.

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