More stop limit orders were triggered since my first post about portfolio pruning, so the detritus of old positions I had in PFE, FTO, FIG, and another stock or two got shaken out. Now I’m down to owning 12 stocks, but I may have fewer than 10 soon. Here’s what I have now, in order of the biggest positions to the smallest:
AYSI.OB
USEG
BPT
NNLX.PK1
KSW
TIRTZ.OB
HBM.TO
BRK/B
PNDMF.OB
TINY
HEM.TO
MO
AYSI.OB comprises about 45% of that, followed by USEG at about 12%, BPT at about 10%, NNLX.PK at about 5%, and then downhill from there.
1Just picked up a few shares of this today. More details on this in the next post.
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