Ronan

Our ‘Social Unrest’ trade via Smith & Wesson (SWBI) is up 53.8% since our entry on 27 May and we expect more to come. It was trading as AOBC on entry but changed it’s name back to Smith & Wesson as we outlined in the original article. Our original piece: https://lnkd.in/erzs2xc We pay attention to what

The U.S. has the highest levels of gun ownership per capita rate in the world and due to recent events such as the Pandemic and the latest eruption of civil unrest over the past week, we have identified ‘Social Unrest’ as a new investment theme for our portfolio. According to the FBI background check system,

“It is impossible to produce superior performance unless you do something different from the majority.” – John Templeton Portfolio Update: Performance from 11 October 2018 -Present +33.88% Vs SPY-S&P 500 Index +7.36% over the same period.    

Who wants to sit in a crowded waiting room at the local medical center with people coughing and sneezing around them? With the onset of the Coronavirus pandemic, a number of telehealth regulations have been eased to help doctors and patients interact virtually. We recognized the potential growth in Telemedicine being jolted into overdrive as

GDXJ tracks the performance of the most liquid junior companies in the global gold and silver mining industry. We are up 80% in less than 2 months since opening a position on 23 March 2020.

We can see from the 6 month chart of the iShares Core S&P 500 ETF (IVV) above that the beginning of this recent market rally saw huge buying volume in late March. Last week saw dwindling buying volume creep in which is below the average over the past 6 months. Lower buying volume is often