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kel3

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kel3

Re: None

Wednesday, 04/23/2014 1:36:21 PM

Wednesday, April 23, 2014 1:36:21 PM

Post# of 30377
Includes: AER,CALL,EQU,IMOS,PEIX,SHERF

by Lane Sigurd
http://t.co/DvpS3UGk3F
Four weeks ago I wrote:

I think an important pillar of my strategy is to take advantage of the concentration that I can have. I don't have anyone pressuring me to be diversified or questioning my risk level or anyone to answer to if something goes wrong. So I don't hesitate to have a large percentage of my portfolio tied to the names I think will perform the best.

With that said, the names that I am currently of the heaviest weight are, of course, Pacific Ethanol (PEIX), which remains my largest position by far.
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