Portfolio +37.0% YTD, 2.5x the market since inception. Strip out seven mega-caps and the market looks almost normal. Look closer and you’ll find one sector priced like it missed the entire rally.
Hi George, great read today. Been watching these energy companies and maybe you are considering them too: CCJ, EFR:CA, UROY, LEU, BWXT, OKLO, SMR, DUK, D (Dominion Energy). Thanks!
Hi George, great read today. Been watching these energy companies and maybe you are considering them too: CCJ, EFR:CA, UROY, LEU, BWXT, OKLO, SMR, DUK, D (Dominion Energy). Thanks!
Thanks! Some were not on my radar. I will definitely check them out!