A new purchase took place yesterday as announced. This time I opted for a German high-flyer. $LPK (-2.55%) has found its way into my challenge portfolio. Yes, they have also performed very well, but have corrected 30% from the high and in my opinion are well hedged at €19. I'm betting that if momentum picks up again, we'll make the leap over €30 at the 3rd attempt.
And 50% cash is poison for such a challenge anyway and only something for warmists! 😉😂
