Although $BN and $FFH have been lagging in my portfolio for a while now, it was nice to see a pop from them both today. My conviction remains strong in Brookfield, however Fairfax has been a questionable one; Maybe I’m not thinking long term enough 😂 If only $POW would’ve popped as much as $MDA did today I would have been doing a happy dance. With a new NAV of approx 112, I see fair value being anywhere from 98-105. If historical discount is applied, or as high as 120 if their recent premium persists. All in all I do believe this is my best day in the market to date, and while I’m happy to watch the money come flying in, it could just as easily reverse everything tomorrow. Staying convicted in companies who’s fundamentals have not changed, but are lagging relative to the total market, can be a struggle for even the best stock pickers (which I am not one of, I mean kind of? I do like my holding companies) but days like today are a nice break from watching myself burn paper returns the last month 😂 How did everyone else do today? What stock has been lagging your portfolio that finally flipped green?
192 views
0 Comments
Join the conversation with 500,000+ other investors 💸
Create an account to get access to everything Blossom has to offer!
📊 Personalized algorithm based on your investing style, experience level and interests
📈 Powerful portfolio and dividend tracking tools
👀 See what top creators and others in the community are investing in
