The fourth month is drawing to a close.
Some tweaking of the basket this month
- Sold remainder of GSL in taxable ac. Token position in Roth ac
- INSW nibble
- GOGL nibble
- LPG nibble
- Sold 2 slices of FRO. Then repurchased one slice
New shipping idea on my radar - Hafnia Tankers (HAFN), which recently added a US listing.
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04/30
As the month ends, the shipping basket finishes the month with
- FLNG - 28.86%
- FRO - 16.91%
- CLCO - 13.48%
- TRMD - 11.08%
- LPG - 10.50%
The remaining 19.17% is spread across TNP-PreE, GOGL, GSL, INSW, DSX, STNG, ECO, HAFN.
Actually, back out INSW with 7.87% and the remainder are each less than 4%
I was thinking about that this month, particularly wrt to GSL. A couple of times during the month, I have considered closing out the Roth ac stake. What’s the hold-up? Too much cash in the Roth ac already.
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