Reminder: presentation here.I sold STX, up +34.7% since the buy signal in November (real P/L depends on rebalancing orders).I bought Alphabet Inc. (GOOGL).Innovation HoldingsADSK, AMD, AMZN, CDNS, EA, ...
Reminder: presentation here.I sold VLO and SWKS, with gains of 25.66% and 19.57% since the buy signals. Real P/L depends on rebalancing orders.I bought FAST and PXD.In terms of sector exposure: energy ...
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