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focusinvestor

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Everything posted by focusinvestor

  1. Sorry, I just noticed this. Has a date been finalized?
  2. I am in Palm Beach and would love to connect...
  3. 115% to 132% between the two main accounts I manage. I run a very concentrated portfolio (6 to 7 names) with leverage. Less than 1 percent was taxable this year. The biggest gains were MGIC and CHK. My worst performers were DXM and XCO. My largest position as of now is SD. Like many on the board, I roundtripped with SHLD and XCO.
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