Jun. 24 at 4:49 PM
Following Trump’s trades has never been an easier decision.
Stocks he bought earlier this year:
$DELL -(~
$5.1M)
$INTC -(~
$280K)
$SNDK -(~
$130K)
- Many others
Recent disclosed allocations this year include names like
$DELL (~
$5.1M),
$INTC (~
$280K), and
$SNDK (~
$130K), among others.
Performance dispersion has been notable:
$DELL up ~239%
$SNDK up ~226%
$INTC up ~186%
But not every position has moved yet.
$NOW -It’s down -10% since his entry.
But he still put ~
$5.4M into it - one of his largest buys this cycle.
That kind of size usually means something… right?
This is where the market gets interesting-early positioning often looks wrong before it looks right. The question now is whether laggards catch up or continue to underperform the already-extended winners.
