Archive for January 1st, 2021


01
Jan

Wrap – Week Ended 1/1/21

. . We ended 2020 up 46%. . Holdings Watch: We currently hold 18 names. The positions page is updated. As always all trades communicated at time of execution, emailed, and recorded on the trading blotter. We added to one name last week. The trading blotter is updated. We are roughly: 65% renewables (no solar […]

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