Cannabis Extraction Portfolio and Thoughts
Outside of holding a long-term VFFIF position, and a focused swing trade on ACB, KSHB, ITHUF or the like, I'm focusing my cannabis portfolio towards extractions, as you've seen my post several times.
I am willing to live or die on the cannabis sector through this sub-sector. If the market and the overall cannabis sector dive, this likely won't work. If the sector runs, I think extraction sub-sector will outperform by a large margin.
I believe we will see MediPharm Labs run at $1B market cap, and possibly another one or two along with it. That's a 200% run from here for MLCPF.
I've decided to almost completely concentrate my position in MLCPF/LABS.V.
Portfolio:
MLCPF 80%
AGEEF 20%
If the sector runs hard, I think I can take advantage of VGWCF and/or HERTF, possibly RDDTF and NEPT.
That's the current game plan, subject to change.
Something happened - which unleashed the power of our imagination...
