Hey nerds! We've had some issues with deliverability since moving over to Ghost. If you wouldn't mind marking us as a safe sender and/or replying to this email (can be one word), that would be appreciated. Now, onto my updated performance, today's change & updated holdings.
a. Updated Performance vs. the S&P 500
I am meaningfully trimming a core holding to take nearly 300% profits and raise a bit of cash. This company has treated us extremely well, and I think it's time to lighten up. The details on the change are below.
Performance Since Inception:
Year-To-Date Performance:
