To see the last four weeks of trades, click here.
Last month was an excellent month for my portfolio. I wrote about some of the significant moves that occurred over the first few weeks of May in this post, and I won’t repeat that discussion here. Apart from what was discussed there, I made only a few changes to my portfolio. I added Ambac (AMBC), which I wrote about here. I removed a number of the natural gas stocks, and I added a couple of new positions in the Health Care sector. I also subtracted and then added back some gold stock names, with the net sum of the moves being close to zero. Read more