Here you go. This is all you really need to know about my portfolio today lol
Not very contrarian positions 🙊
A lot of that was luck. I originally bought most of these in Q4 2018. Then I added some during Covid and every other time there were dips. I wasn’t trying to time stuff. I just figured it was a good opportunity to acquire these businesses, which I planned to hold for the long term.
actually CLX was a more recent purchase and that one is under water
and CC was my best move by far but also lucky. Bought in for around $4 or $5 in 2016. Have been selling some on the way up but also buying the dips.