05-11-2021, 10:13 AM
OK, I try to be transparent and I'll be disappointed if I don't get an I told ya so. Selling my ARKQ. I am OK enough with her picks for the future but the house is on fire and she is going to be forced to do whatever she has to do to deal with fund redemptions. This was a holding in my growthy port so I'll spread it around to the very few holdings that are beat up. Small position but a share of AVGO for sure. I'm down about 20% and that won't be hard to replace today.