Portfolio update: I'm long a few things

This is how my equity portfolio looks on the long side -plus a stake in $RVLT-. I also have shorts in $NVDA and $NFLX, which -if we consider that $CEF and $TLT are pretty much like shorting the market-makes my portfolio 51% long, 1% in cash and the rest 'short'.

I'll hold this for the time being, watching the developments here onwards.

Good luck,

Ivan Labrie.

评论:

If anyone followed these, you had some nice results on most of them.

I closed $AMZN 2 days ago, and out of the rest, except for $GM and $KSS which I bought more of.