Like I've said before I'm restricted from investing in and talking about a lot of companies which span a wide area of industries. Given those restrictions, I do very little trading and tend to invest in companies with little risk of becoming restricted and are either cheap from a fundamental / intrinsic value standpoint or have significant growth catalysts, and have exceptional Management.
Okay, not at all concerned about what % of total holdings or what search and guessing you did regarding JPM earnings. Can you at least calculate your returns correctly? One should want an investment board that is factually correct. Right?
My attitude is great and has never been better, but thank you for your concern.
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