RE:Kelt 6 mo. SP performance I own some of these names and closely follow follow about 20. Seldom keep less than 5-6 but prefer close to a dozen. Not avoiding leveraged names but wouldn't expose more than 10-15% of my portfolio. I think, we are in the early innings of this bull market so it is premature to compare and pick winners, especially based on a recovery from an unprecedented sell-off when highly leveraged decimated stocks obviously performed better.
It's a long marathon and the guy in the middle may end up a winner. Take PIPE, for instance. It was lagging the group for some time then made a quick run. Probably the best performer in the last 4-5 trading days. KEL, as mentioned many times here, is more of a late 2021 and 2022 story. Instead of whining, I would rather cheer for lower price for longer so that one can accumulate.