forgive this fluff comment as it’s late and I’ve enjoyed a few glasses of wine (!) but portfolio reviews are going to be damn interesting at the end of this month!
...no need to respond...take care and all my best to everyone during these trying times,
michael
…portfolio reviews are going to be damn interesting at the end of this month!
I can’t speak for others, but mine’s been pretty standard this month. I’ve tweaked a couple allocations based on conviction and have about a half dozen earnings reports to break down.
Am I forgetting anything? 