HTO portfolio report: Didn't feel like a win.
But the HTO (high turn over) portfolio was up 2.70% vs 2.22% for the index so who's to complain? I guess it didn't feel that great because my long-term portfolio had a rare losing week.
I sold DTEGY (and it promptly rose) and CCUR (which immediately sank) and PJC.
I bought ACY (so far so good) and NAVG.
Besides NAVG I had 6 other insurance companies on my passing list of 25 stocks to consider for purchase this week. Plus 5 regional banks and 3 BDC's. The others were all over, of them DNZOY, TG, UNF and TLSYY are worth checking out.
Current holdings: NAVG, ACY, IP, PIKE, MX, WX, SWY, ADUS, ARII, MPC, SYMC, CLRO, OTTR, HSNGY, SRT, NRF, CRD-B, CLMT, AHS, TLSNY, LCI, UBSH, PFLT, PTP, TSBK, ROCK, FIBK, CYOU, SMP, FFCH, WHR.