Hey Cheesy.
I sold quite a few different companies pre Trump inauguration. Then, while the price traded between 7.1 and 8.x over the last three months I increased my
holding by roughly 10%.
In the lead up to the quarterly (April onwards) I didn’t buy anymore although I was tempted as I expected a much better Q.
So yep, down on that 10%. Didn’t buy it in the 8s.
Now having to face the next Q a little less certain of the destination but was always prepared to hold long.
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