I just want to post a quick note and some good news about our PAETEC Holdings (PAET) position. We’re back in the black thanks to today’s big push higher (5.0%). More importantly, we tackled a fairly significant short-term hurdle that could/should unlock some solid long-term movement (the kind we’re trying to capture).
Take a look at [...]

As I mentioned a few days ago, the portfolio tracking/analysis service I selected is very realistic in that it won’t allow me to buy more shares of a small-float stock in one day than I could actually buy in real life. As such, I had to ‘phase in’ my trade on PAETEC Holdings (PAET). Well, [...]

I was finally able to create the charts and portfolio tracking method I wanted to that also generated (automatically) the sector, style, and market cap allocation charts we need to constantly monitor. The first visualization of that data is below.
Though somewhat academic on the surface, don’t underestimate the meaning and purpose of these charts. While [...]