Portfolio update: I'm long a few things
Diupdate
This is how my equity portfolio looks on the long side -plus a stake in RRVLT-. I also have shorts in 
NVDA and 
NFLX, which -if we consider that 
CEF and 
TLT are pretty much like shorting the market-makes my portfolio 51% long, 1% in cash and the rest 'short'.
I'll hold this for the time being, watching the developments here onwards.
Good luck,
Ivan Labrie.
NVDA and NFLX, which -if we consider that CEF and TLT are pretty much like shorting the market-makes my portfolio 51% long, 1% in cash and the rest 'short'.I'll hold this for the time being, watching the developments here onwards.
Good luck,
Ivan Labrie.
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