“The market can remain irrational longer than you can remain solvent” - John Maynard Keynes ​​The Portfolio Performance The portfolio is UP +7.61% Our benchmark, the S&P 500 closed UP +4.20% Doing a Little Nibbling today Advanced Micro Devices continues to trade in a narrow channel. There's an old saying, 'Never Sell a Dull Market'. AMD may be dull right now, but the opportunity is still significant. My thesis remains that AMD will eventually own 20% of the datacenter mark

“The market can remain irrational longer than you can remain solvent” - John Maynard Keynes ​​The Portfolio Performance The portfolio is UP +9.32% Our benchmark, the S&P 500 closed UP +3.61% Buying on Pull-Back Today's broad pull-back in stocks has presented some opportunities. By the time you read this I will be adding shares to the portfolio in Advanced Micro Devices (AMD) and the iShares Clean Energy ETF (ICLN). Both of these stocks are still in a down trend so I'll be t

“The market can remain irrational longer than you can remain solvent” - John Maynard Keynes ​​The Portfolio Performance The portfolio is UP +10.42% Our benchmark, the S&P 500 closed UP +4.26% BUYING IPOD This morning I'm buy the rest of the position in Social Capital's (IPOD). I see little risk in owning the full position in this SPAC and the price hasn't moved around much. After the purchase the portfolio will on 100% of this position. BUY IPOD 1,206 shares @ $16.04 "Mark