Been interesting watching my 70 position portfolio be all red, or all green most days last week. Friday was really insane with so many positions down 4%-8%; entire portfolio combined for a 4.18% loss on on day (Friday). Those are my favorite days because I like to accumulate great companies at attractive prices, as a long term value investor.

The interesting part is that while the entire portfolio is RED, my cannabis stock is up 20% over the prior 5 days. I initially invested in a cannabis fund, then those clowns moved into all tobacco and “cannabis invested” conglomerates like Scott’s Miracle Grow, Constellation Brands, etc. so I narrowed my focus and found the 4-5 cannabis companies who are profitable or closest to profitability and demonstrating best growth/efficiency metrics.

Verano was my first choice. As a medical marijuana customer I have access to and use these products first hand. Verano has superior vapes and I love their execution. But as someone who adds small amounts frequently to my investments, these are over the counter and more expensive for me to accumulate as I do other investments. I will write a post soon about the few and only few companies that I would invest in in the cannabis space. But Verano was my number one choice. Not a bad 5 day run up but this is a longer term play for me.