April was probably my best month ever with a return of 48.49%.
Raised some cash this month with the sales of $POET, $HOOD and $CROWD. The only buy I made this month is $FTC.
Would love to add a bit to my filtronic position as it is only 4.5% of my portfolio at the moment. Want to make them one of my core holdings but waiting for a better moment to buy. I'm currently up 30% on the stock in 2 weeks.
45% of my holdings report next week, will make a more detailed tweet about that, but I will be mainly looking at $TMDX and $FLNC. Those are my worst performers and are now sitting beneath 3% allocation. Earnings will decide if I'll let them go or buy some extra.
At the moment I'm looking at some companies to add but I also want to move to a more concentrated portfolio of 12 stocks. So, will probably do some more trading this month.
I'm always transparent and you can follow all the moves I make on my page.
