Cashing coupons and collecting checks

Our plan: hoard energy. And physical precious metals. And liquidity. And trade cheap, dividend paying cyclicals that could benefit from a commodity spike.

Wednesday, June 14, 2023

Chiswick, West London

This week, I’m tightening the stop losses on three positions and moving two positions from ‘BUY’ to ‘HOLD’.

We now have six positions marked ‘BUY’ and five…