marshgerda posted: " New month. March was a mess for me. It started with SIVB going belly-up => that really hurt my financial names like JXN (down 17%), RGA (-8%), PDLB (-14%), BFIN (-15%) and PVBC (-25%). I was foolish and added to PDLB, PVBC and BFIN the first few da" Beer, Whiskey and Pizza Investing Club
New month. March was a mess for me. It started with SIVB going belly-up => that really hurt my financial names like JXN (down 17%), RGA (-8%), PDLB (-14%), BFIN (-15%) and PVBC (-25%). I was foolish and added to PDLB, PVBC and BFIN the first few days of the crisis. Then recession fears from the banking crisis hurt my energy names: AMPY (-18%), UNTC (-8%) and STNG (-7%).
I ended the month down 6.8% and I am now up 5.6%, which isn't the end of the world. Here are my top 15 holdings:
Ticker
Allocation
Cumulative
JXN
10.4%
10.4%
ASLE
6.3%
16.7%
RGA
5.7%
22.5%
SPB
5.5%
28.0%
NXDT
5.0%
33.0%
EGY
4.4%
37.4%
STNG
4.2%
41.5%
ROIV
4.1%
45.6%
UNTC
4.0%
49.7%
ACR
4.0%
53.6%
VATE
3.9%
57.5%
AMPY
3.4%
60.9%
OCUL
3.3%
64.1%
WLFC
3.0%
67.2%
RETA
2.8%
70.0%
Top 15 Holdings
Here is how my "best ideas" portfolio for 2023 is doing:
Ticker
Start
Current
$ Gain
% Gain
ACR
7.75
9.72
$ 254
25.4%
AMPY
8.40
6.87
$ (182)
-18.2%
ARGO
26.51
29.29
$ 105
10.5%
ASLE
15.38
17.22
$ 120
12.0%
CMRE
9.06
9.41
$ 39
3.9%
JXN
35.02
37.41
$ 86
8.6%
MX
8.71
9.28
$ 65
6.5%
NMM
26.34
24.12
$ (82)
-8.2%
OCUL
2.67
5.27
$ 974
97.4%
RENN
1.39
1.41
$ 14
1.4%
SIMO
62.39
65.52
$ 50
5.0%
SPB
59.25
66.22
$ 125
12.5%
TK
4.58
6.18
$ 349
34.9%
UNTC
58.48
43.65
$ (83)
-8.3%
UNVR
31.72
35.03
$ 104
10.4%
VATE
1.73
2.97
$ 717
71.7%
16.6%
Best Ideas 2023
Here is my shipping charity portfolio, which I will re-balance next week. This is real money and I will donate all gains to charity at year end:
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