Sadly, OCC did not perform this quarter as hoped, and it's really not a long term theme for me (which maybe I should have tried to exit earlier but the price action was fairly good), so I'll probably be trying to scale out of it.
I feel like a lot of the small caps are doing better than their larger peers, and I'm generally better at that kind of investing, so I hope it continues...
9 comments:
Hi Saleem,
Good luck with HOOD on the dip!
Stocktrader
Hi Saleem,
Sadly, OCC did not perform this quarter as hoped, and it's really not a long term theme for me (which maybe I should have tried to exit earlier but the price action was fairly good), so I'll probably be trying to scale out of it.
Stocktrader
Hi Stocktrader,
Try to regroup / rethink strategy, it’s going to be much tougher going forward as evidenced by TAPE lately.
Good luck
Saleem
Hi Salem,
Good luck with HOOD..
Simon
I feel like a lot of the small caps are doing better than their larger peers, and I'm generally better at that kind of investing, so I hope it continues...
Hi Saleem,
I am out of the country (to somewhere warm!) starting tomorrow morning through next Saturday.
I wish everyone Happy Holidays! :)
Stocktrader
Hi Saleem,
This past week: +0.82% (YTD: -24.84%)
Portfolio Leaders: ANRO RKLB FATN
Portfolio Laggards: OCC GLUE AIP
On to vacation!
Holdings: RKLB ANRO ASPI QBTS GLUE AIP FATN OCC, cash 0%
Stocktrader
Hi Stocktrader,
Enjoy your vacation until you are back in saddle....
Saleem
Hi Salem & Stocktrader,
Enjoy your hol vocation and a blessed Christmas & New Year!
Simon
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