We closed our 2017 portfolio up 38.9% beating the S&P (19.4%), DOW (25.1%) and NASDAQ (28.2%) and as of Jan 2nd, 2018 we continue our upward momentum with a portfolio gain of 4.6% (vs S&P 2.8%). Our carry-forward (active) portfolio of stocks, mutuals and bonds is currently up about 7.8% and we're looking forward to another great year. We're holding (long) $AJG
and a mutual, $USNQX
, with shorts (covered calls and secured puts) primarily for income and as a hedge in addition to a global mutual and small handful of corp AAA bonds. Today, we took an unexpected profit on $PLCE
on the spike this morning. It's been a wild ride and we just want to say thanks to many of you who helped us along the way and especially to the new administration in Washington for restoring confidence in our great nation. All the best...!