Sold my Uranium stocks (from June), as Hedgeye's trend turned bearish. I don't know if its a false signal, but since I bought using Hedgeye's trend signals, I'll sell by them. Could be from the possibility of peace with Russia. Made 12% over 2 months, which is OK.
Also sold my small position in LEU, a US uranium enricher which I bought last year. It was a tiny 0.5% position which went up 3x. Can't complain.
I bought 8% Ethereum in the brief (couple-of-days) correction at the start of August. Also bought more IWM and Q's in the current correction. I want to me more than fully invested for this bull market. I'm now 119% invested.
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