here's the PA portfolio. quarterly rebal'd. This doesn't cover all of my assets, just what the plan is for the long term portfolio, not the active accounts.
The single stock picks are the closest I can come to exposure in my favorite themes. $MKTW for the rise of the individual in their own investment process. $APPS for BIC mobile ads. $SV for vertical farming,...
Each Wednesday, we publish an idea about an interesting, under-the-radar stock that we think has long term potential and deserves a little attention. This week, we are looking at $MKTW.
This may seem like a tangent, but stick with me here.
For those who aren't aware, Discordia Research LLC (which operates this account) is an options and investment research...