Sure thing. At current SPs, WBT amounts to approx. 24% and BLG approx. 15% of my total portfolio. I wouldn't read anything into the relative weightings. I'm really not that systematic. However, I have never held 4DS.
I invested in WBT from the very start, but always figured 4DS were much more of a long shot. Their frequent announcements on the back of little apparent progress confirmed my early decision, and I actually stopped following them closely after their major setback last year. If you had posted your question on the 4DS forum, I probably would not have seen it. I don't remember ever posting there, and only take a quick look now and again.
The announcement from 4DS on Wednesday was truly stunning, and I applaud their success. I believe they still have a long way to go, but for the first time they have proven their tech really works, and their results are amazing. I may now buy in, but haven't made any decision. I don't think there is any great hurry, and besides, I would have to sell something else first, so there are two decisions to make. But first I will catch up on their recent announcements leading up to this breakthrough. I need to mull it over. Get a better sense of where they're at, and where they're headed.
If they succeed in bringing their tech to market, I believe it could actually be complimentary to WBT. There seems a very real possibility that what I posted the other day regarding UltraRAM could now apply to 4DS.
All IMO.
BLG Price at posting:
4.7¢ Sentiment: Hold Disclosure: Held
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