Post by
mouserman on May 13, 2020 4:41pm
End of day, holdings are even, maybe even up a bit
Not quite understanding the selling, but lots of fear out there , as the major indices took a big fall today. Added some more PME today from 2.13 up to 2.17....
Also sold off some more MMP.un to take advantage of the bigger yield, and better value ( bigger discount to NAV) with PME.
Happy today, with the buys, it was on sale today.
I have the NAV at 2.45 or so after today. 6 of the top 10 were up.
Its too bad WPM isnt the biggest holding anymore.
Comment by
mouserman on May 14, 2020 8:54am
NAV stated at 2.429 as of the close yesterday. My spreadsheet was a bit different, so i assume some more changes have been made to the portfolio. Perhaps going to a bigger cash position.