Disappointing Day:
If my largest holding, MVCO, had not declined 2%, if I had sold before today PDGE and EZEN, and if I had not had a healthy percentage of my portfolio in resource stocks (O&G, O&G service, Gold and mining), I would have been even today or slightly up. Unfortunately, I ended down 1.5%. Still up double digits for the year, but getting closer to single digits.
Time to contemplate and reevaluate.
Tmcal