Sep. 24 at 10:04 PM
$CNC $RNMBY $SPCB $SLI $OSTX
Let's check up on that Portfolio I put together in August.
Spoiler Alert: I am making bank.
SLI +95% (a shiny cheap little gem)
QUBT +32% (I sold the great news, you would too)
CNC + 32% (when the market is ailing, buy insurance(
RNMBY+ 22% (tanks, get me tanks)
SPCB + 42% (ready for a breakout)
OSTX +16% (Cure Cancer?)
OPFI +12% (under performing)
Honorable Mention PSTV + 10%
AVPT is my only point of failure, but that isn't by choice or design. RSU's ... RSU's...
I sold off:
QUBT
XAR
My personal performance for the year is a total return on investment of 41%; but I am so heavy in
$CNC and
$SLI, I expect this number to be nearing triple digits in the not too distant future.
I believe the market turning bearish favors the picks above. I believe they are mostly are still bargains with large upside (maybe not RNMBY, though upside is there).
Healthcare/Defense Rotation! - mark my words and make some money. Also, stay safe out there.
Time will tell. Wish me luck.