Thursday, November 19, 2015

Traded Positions

This week I've added CCJ, TRQ, NGD, NEM, KT, KGC, GG, CLD, ABX, SUNE, AG, SAND, QCOM, BTU, LF, POT.  I sold out of most of my biotech holdings and some of the major oil players, closed XOM, DVN, BP, ENTA, LCI, OUTR, NLNK, WPX, KORS.

I've been trying to change my portfolio to value investing stocks, and it's been harder to do due to the extended bull market.  Most of the cheap equities are deeply out of favour industries, like gold, silver, coal.

I've added a lot of Gold positions, and I'll do some more analysis on this blog going forward.