My Holdings
Here’s what I’m holding right now. It’s small so diversification comes at a price.
LVS, FSLR, SPWRA, VWDRY, IMAX, DWA, short SPWRA calls
I’ve been moving my portfolio slowly into energy related stocks. MYRG, FSLR and SPWRA are all relatively new and I’ve been selling AAPL.