|Top 50 Portfolio|
|Top 30 Portfolio|
Those are truly eye-popping numbers. And I have been slowly transitioning to move my entire portfolio to mechanically picked stocks. Here is how they're faring:
|Status||Stock||My Gain||Actual Gain|
You can see if I had not sold any prematurely, I'd be up 32% instead of the 28% I am up. Of course I re-invested the premature sales in other stocks, so I doubt it has cost me anything. But it also shows that I don't need to churn, but rather just hold for the year. I did not include in this list my purchases this week of BKE (+5.2%), SEPR (+2.2%) and PVSW (-3.3%).
I think I get earnings from GME tomorrow, keep your fingers crossed.
I did see a new Chinese stock appeared today, CEU. I have been trying to move a bit away from China as it is so volatile. If still on the list this weekend, I will decide.