Portfolio Heats up to 42% Annual Return

The market heated up a bit in June and our MCO portfolio continues to do well. We aggressively trimmed it down to just 12 positions. This compared favorably to the Russell 2000 index which performed at -2.5% in the same period - showing small caps are currently out of favor.

Here are our currently open positions.

And our closed positions - with CSPI, GOSS and VSEE closing out in June.

Thank you for your continued support.