Trading portfolio The portfolio dropped 0.7% today, cutting the YTD return to 13.5%. By far the biggest influence was a fall in FBR -8%. Falls in AKP -3% and EOS -2% didn’t help either. The biggest positive influence was a rise in BCT +8% but that stock that has a lower weighting in the portfolio. … Read more
To access this post, you must purchase a membership.