New Portfolio

Uncategorized Mar 22, 2022

Below is our new portfolio with approximate pricing based on Monday's close.

We will re-enter the market tomorrow (Tuesday) noon.

    Mon close 12% +10%
AMPH Amphastar Pharma 35.45 31.02 39.00
ACLS Axcelis Technologies 78.53 68.71 86.38
MPWR Monolithic Power 464.43 406.38 510.87
CMC Commercial Metals 41.07 35.94 45.18
ANET Arista Networks 131.95 115.46 145.15
MP M P Materials 49.10 42.96 54.01
ZIM ZIM Integrated Shipping 88.01 77.01 96.81
AOSL Alpha & Omega Semiconductor 56.94 49.82 62.63
NVDA Nvidia Corp. 267.34 233.92 294.07
MATX Matson Inc. 119.91 104.92 131.90

 

Good luck and stay tuned.

Duncan Campbell

Close

50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.