Keeping it short this month. Returns are holding steady at 51.8% for the overall average. Newer items are all down, but with two years of runway, that’s not the end of the world. (Snapshot taken yesterday morning.) It’s dragging the annualized numbers down in a big way, but don’t worry about that until the fall!
This past month, I didn’t post much due to the newborn, but hopefully, I’ll be back to it soon with the completion of Book Club #1 and some further positions.
This upcoming trade war has me a bit concerned, along with fading consumer confidence and some of the other planned moves by the Trump team, but there isn’t much I can do about that. Instead, I’ll tighten up my targets and what’s acceptable for Rolling Thunder positions, aiming to ride out this wave as profitably as possible.
Happy Saint Patrick’s Day!
S. Andrew