This "fun" portfolio is starting to remind me of the dot-bombs of late 90s.
NII up >20% for the week.
PBH up >10% for the week.
Sold my PBH.
- +20% in a couple months is good enough
- gift horse and all that
- sure was fun
- might do it again!
Sold my Franco-Nevada (FNV)
My 'materials' allocation is still quite high.
Every PM/Materials fund I own holds some FNV, so it's not as if I'm completely out of Franco-N.
- and for something entirely off topic: