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researcher59

05/09/25 9:53 PM

#123812 RE: SSKILLZ1 #123811

Wow, you've really moved aggressively into cash, now 77%. I agree the market seems overdue for a correction, but it's so unpredictable. One tweet from Trump signaling some progress on the tariff negotiations with China could spark a big rally as soon as Monday, lol.
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SSKILLZ1

05/17/25 11:12 AM

#124068 RE: SSKILLZ1 #123811

Allocation Of Imaginary SSKMP Managed Portfolio

Commentary: This chart shows how each stock in the imaginary portfolio is weighted in terms of %. I think this is rather interesting stat, to see how the imaginary portfolio is currently made up. Hope everyone like the stats


Symbol % Of Portfolio
$CASH$ 70.82%
PRGO 5.25%
AES 4.47%
CNC 3.99%
RITM-PD 3.12%
GPN 2.22%
ELV 2.17%
NOMD 1.95%
CAG 1.73%
OGN 1.56%
BAX 1.36%
BIIB 1.35%
Totals 100.00%

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nelson1234

05/22/25 9:49 AM

#124180 RE: SSKILLZ1 #123811

AES is there a particular reason, other than the Jefferies downgrade and I rates moving higher, that you see that might account for the selloff in AES the past few days?