Re-Allocations Within Secular Trends Portfolio - Adding to ERTS, Trimming SGP Position
Posted on | December 10, 2008 Time: 7:41 am |
I’ll create an additional post discussing the move, but for now I just want to get the timestamp in.
The following trades are occurring in the Secular Trends Portfolio:
Adding 1500 shares ERTS at $16.22;
Selling 1300 shares SGP at $16.10, and booking a profit of about 15% on the position.
Details to come…
Ryan Barnes
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Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
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