/biz/ - Business & Finance

Anonymous Thu Dec 19 15:56:46 2019 No.16609314 [View]
File: 92 KB, 1082x662, Screen Shot 2019-12-19 at 12.54.42 PM.png [View same] [iqdb] [saucenao] [google]

Fuck... I KNEW I should've bought puts when MRK hit $90. I'd rather buy calls on the dip though!
>>16609252
>>16609262
SHOP was bought heavy in Q3, so around $300-310... now it's around $390, so I think he did alright, could be taking profits here and we won't know for a while.

"Consumer services" were 18% of the port, and he was trimming everything but Costco and Lowes. Healthcare at 14%, Tech at 22%... seems like he played it well.

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/biz/ - Business & Finance

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