This week on Small Caps Live, we looked at news from #BMS #CAPD #DBOX #GDP #GETB #JNEO #LUCE #NWOR #RLE #XAR open.substack.com/pub/smallcap...
January holdings update (better late than never), alphabetical within sections:
Top 5: #CAPD, #IPX, #RFX, #SOM, #ULTP
Next 5: Cash, #NWOR, #PAY, #PGH, #STAF
Other significant / watchlist: #CCT, #CRL, #RLE, #SHEP
On this week's Small Caps Live Weekly Summary, we look at news from #AVAP #CCT #GDP #HEAD #NWOR #OMG #SHOE #ZTF
open.substack.com/pub/smallcap...
December holdings update, alphabetical within sections:
Top 5: #CAPD, Cash, #NWOR, #PAY, #RFX
Next 5: #BMS, #IPX, #SOM, #STAF, #ULTP
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Sold: #NWOR
I have low trust that due to ego, a bid will be easy to secure and so took the money on the table and banked a decent short-term gain on the stock.
My portfolio is up 0.7% this week & up 21.6% Cal YTD.
13๐, 10๐ & 5 unchanged. Trades: Sold: #NWOR, Buy: #CTA & #INSE
No real news flow this week but #MSI saw a recovery in SP from a recent dip which led returns, while #GAW made fresh ATH's. #VLX the main drag on performance.
Good w/e all! ๐
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