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Posts from the ‘Ambac (AMBC)’ Category

Week 99: Patience

Portfolio Performance


Portfolio Composition

week-99To 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