Starting Gate is designed to provide the portfolio with a plan going forward based on the prior month’s roster performance and the Monthly Review. I am going to jump the gun today by initiating a plan for March primarily based on the review I have done on Earnings Season. I am waiting until the month plays out to put together the February Performance Review: as it stands now, I have cut the January deficit by a little over 4 pts largely based on repetitive short term profitable sales of MELI as well as MSlob style Mole Whacking. On to the March Starting Gate.
Based on ER performance so far and on the +/- Efficiency Scores in particular I intend to make the following roster adjustments given that the market cooperates:
Add Bill at a half Position with the intention of working the company into a STARTER over time.
Add SNOW with a Bench Level position.
Add back CFLT with a Scout Team position.
That would bring the roster to this:
BILL (Intended Future Add - Monday if the market cooperates)
B) The Bench
SNOW (Intended Future Add - Earnings pre-market Tuesday complicates timing)
C) Scout Team
DOCN (Recent Addition)
CFLT (Intended Future Add - most likely on Monday)
To do all this I have to jockey around some of the allocations which I am going to firm up this evening for use Monday.
Others Receiving Interest:
All the Best,