Transitions, Macro…
The third quarter of 2024 proved to be a frustrating one for Middle Coast Investing. Our portfolios rose as a whole, but lagged both the main indices and our closer benchmarks, the Russell 2000 (one quarter after I said it
The third quarter of 2024 proved to be a frustrating one for Middle Coast Investing. Our portfolios rose as a whole, but lagged both the main indices and our closer benchmarks, the Russell 2000 (one quarter after I said it
Analyst’s Disclosure: I/we have a beneficial long position in the shares of AAPL, AMZN, PGR, ACLS, OMAB, DFS, FG, AVGO, FCNCA, AER, ATKR, LULU, BKNG, VMEO, SCHW, APOG, ABM, BOOM, JPM, HSY, TRV, DALN, ATRO, ADM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
Please read our full performance disclosures - https://middlecoastinvesting.com/performance-disclosures/
I am also short KRUS. I may change positions at any time. I have no immediate plans to make major changes. This is not investment advice. Investing is risky. Any investing decisions are your own responsibility and should be taken after speaking with an advisor or at your own risk. This is not a solicitation to buy or sell anything. Past performance is of course no promise of future results.
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