3 Comments

Hi Nate,

Thank you for this update. I liked it because your investments are out of pattern. It would be even nicer if you post your portfolio with the % of each position. Alternatively, if you don't want to do that, you could publish the 10 top position and the %. Thanks amd happy new year

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I am interested in the same! Thanks

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Thanks for the feedback, I will consider it for the next update.

For the positions I mentioned in the article the % of each position is around:

· Chinese Fintech: A bit over 20% spread over XYF/JFIN/YRD/LX. I have a bunch of options sold on these names though (both covered calls and puts) so it's a bit hard to say the exact %.

· Tsakos: Around 15%.

· Halyk: Around 14%.

· Mitchell Services: 2.2%

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