Investment profile

20% invested in securities..80% cash @ 1.85% money market yield.

Portfolio: up 63%

Technical

Long term market is much higher, but not near term. It’s all about market timing. We look for market to make a mistak, the execute.

Fundamental:

Market held up by stock buy backs and quarterly earnings. And China trade tariffs are off the table. Interest rates headed up, and will provide head wind for stock market. We invest in long term value. Bull markets climb a wall of worry.

Two 10% positions cuarrently:

1 stock trading @ $1.90. Purchased @ $1.70. Objective $20

1 stock trading @ $284.49. Purchased @ $225. Objective: $585.