9Mon·

Swap UEC -> OXY

Strategic partial sale 1/3 $UEC (+0.72%) and thus $OXY (-0.69%) bought more. The uranium exposure was much too high at 15% in the portfolio and with the risk that the uranium stocks would only expand a corrective B wave, which would then mean another -50% downside, I have defused the uranium share somewhat.

05.01

Occidental

Bought x86 at €34.64

€2,979.04

2 Comments

ichmussweg@ichmussweg

9Mon

Thanks for sharing! I also have uranium positions in my portfolio, not nearly as high but already a great run! I'm in with staying power, but a 50% correction would be painful! Let's see

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Dirty30@Dirty30

9Mon

@ichmussweg 15% of the total portfolio is already a lot, yes. But even now it's still 11.5% :D Let's see.

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