Posted by: NVT_vs_bonds (a.k.a Bond_Port) on May 26, 09:23
So, just over four months in and the port is at $27.3MM. Obviously, the avengers gave us a huge boost. That adjust by itself was roughly $3.5MM. Post adjust, those bonds keep on giving, too.
I've had a slight shift in strategy, as I will cull out losers (ones not going my way as fast as I like) quicker and find the best dROI more often to reinvest those proceeds in. Not quite fully invested right now, though.