“Finding investments is easy, waiting is hard, waiting is the hardest part” -Clay Baker ​​The Portfolio Performance The portfolio is up 5.96% YTD Our benchmark, the S&P 500 is up +19.23% YTD The Quote Above I don't like quoting myself, but sometimes my own thoughts are relevant, at least to me. I haven't done anything with this portfolio in a long while because I've been waiting. I've been waiting for earnings, I've been waiting for catalysts, I've been waiting on COVID var