- Wealth PMS (50L+)
The Multicap portfolio has been on hold for a while, as we analyzed the look of future events. We will do a few things:Pare down the list to just 15 stocks We have 19 right now, so we need to get rid of four After that, we will continue to have every stock in our portfolio except any "hold" positions For Holds, please do not buy new (just buy LiquidBees instead of them) Every position will now be roughly 6.5% of the portfolio.
Exiting: Private Banks . . .