10/01 Will have to skim that account over the weekend and see where the accounts stand for 09/30/26. At this time, my thinking is somewhere in the +21% range with a possibility of being slightly higher. More than a few names hit a high, then pulled back. Some significantly, before starting to build up again. I think INSW is back near 52-week high territory after today’s bounce. I have been more focused on FRO. But, maybe I should also consider an incremental bet with INSW.
Saw the negative news from VERI - another dilution offering. For now, I will keep my VERI stake. But, this is looking a lot like dead money. Maybe someone decides that VERI has reasonable technology to add to their AI portfolio. But, I don’t really see them having the growth trajectory that I originally envisioned.
- More SE in taxable ac
- More IREN in taxable ac
- More SE in Roth ac