2023

marshgerda

Apr 29

Another week finished. Hard to believe May is around the corner! On the investment side, April started well for me, but then melted away. I ended up being down 45 bps for the month and am now up just 5.1% for the year. It has been a struggle the past two years as in 2022 I was ever so barely in the green.

Here are my top 15 holdings:

Ticker	Allocation	Cumulative
JXN	10.5%	10.5%
RGA	6.5%	17.0%
ASLE	6.2%	23.3%
SPB	5.8%	29.1%
ROIV	5.0%	34.1%
OCUL	4.6%	38.7%
EGY	4.4%	43.1%
UNTC	4.2%	47.2%
SNFCA	3.9%	51.2%
VATE	3.9%	55.1%
ACR	3.8%	58.8%
AMPY	3.6%	62.4%
MX	3.5%	65.9%
RETA	3.2%	69.1%
WLFC	3.0%	72.1%

Top 15 Holdings

Here is how my "16 Best Ideas foe 2023" have fared:

Ticker	Start	Current	$ Gain	% Gain
ACR	7.75	8.84	$ 141	14.1%
AMPY	8.40	6.91	$ (177)	-17.7%
ARGO	26.51	29.41	$ 109	10.9%
ASLE	15.38	16.18	$ 52	5.2%
CMRE	9.06	9.03	$ (3)	-0.3%
JXN	35.02	36.01	$ 46	4.6%
MX	8.71	8.88	$ 20	2.0%
NMM	26.34	23.67	$ (99)	-9.9%
OCUL	2.67	6.20	$ 1,322	132.2%
RENN	1.39	1.24	$ (108)	-10.8%
SIMO	62.39	63.64	$ 20	2.0%
SPB	59.25	66.50	$ 129	12.9%
TK	4.58	5.65	$ 234	23.4%
UNTC	58.48	43.00	$ (94)	-9.4%
UNVR	31.72	35.50	$ 119	11.9%
VATE	1.73	2.86	$ 653	65.3%

				14.8%

16 Best Ideas

They're doing pretty good!

Then here is my shipping charity portfolio, which is real money. I will donate all gains from this at the end of the year to a charity:

Ticker	Start	Current	$ Gain	% Gain
DAC	54.91	57.93	233	5.5%
SB	3.64	3.66	23	0.5%
TNP	18.03	17.16	-205	-4.8%
INSW	38.94	39.82	96	2.3%
STNG	53.65	52.25	-107	-2.5%

Q2			40	0.2%
Total			1,268	6.0%