I sold one position today

The market is shaking again and this is the moment when serious investors quietly make their biggest moves. I made one today. I sold one stock out of my concentrated portfolio. The reason is simple. In moments like these the gap between noise and opportunity gets very wide and only a few people are willing to act.

If you want to know what I sold and why, keep reading.

Become a full member to read the full update and see the name of the stock I sold today.