Portfolio Update: Nike Out, Energy Fuels In

After 9 months, I’ve decided to step away from Nike in my portfolio. I still believe in the brand, but it feels like a never-ending turnaround story. At the same time, I’m increasing my bet on Energy Fuels, where I see more conviction and upside.

$NKE (+2,31 %)
$UUUU (+8,7 %)