If I Were Managing $5m Currently
- GUARDIAN
- Apr 17
- 1 min read
If I were managing $5m this year I would be allocated across the following names and position sizing:
ACCO -- 20%
BDSX -- 15% with the goal to ramp to 20%.
LWAY -- 15%
LIF -- 5%
SELF -- 10%
SGHC -- 10%
YETI -- Short 3%
POWW -- 5%
UPBD -- 5%
CASH -- 12%
