Thanks for sharing your investment strategy especially as it relates to your bias toward NOT. You mentioned 15% in these types of stocks to cover your risk. Now that NOT is doing so well, hasn't that percent changed for you and... do you rebalance or just keep her?
I was overweighted in NOT before her rise, so as you can imagine, I am tilting to NOTward right now in my entire portfolio. Actually, I can touch the water on this side of the boat without much trouble. Scary when you look at the standard investment advice. But I'm not selling anything.
I believe the standard advice on percentages applies to standard stocks, of which NOT is Not.
So... What do you think?
Here's to another great day on the NOT train!
BK
NOTAholic