Subject: Re: StevnFool Port Update - 2022
That makes up 71% of your portfolio, but what is the final 29%? That remaining 29% is MI? If so, can you reference the screens you are using in the updates?

- Manlobbi

Apologies for the late response. Life keeps me busy so I am behind in reading this board so only saw this last night.

In my "information post", the remainder is covered by this bit:

Remainder: Several value positions some sometimes held as cash secured short PUT positions but mostly just long stock positions.

And No, these are not MI positions. This is the remainder as of today:


Ticker	% of Port	Initiated
WTM	10.50%	        18-Dec-17
MKL	6.87%	        23-Mar-12
AZO	6.46%	        06-Jun-18
DLTR	3.90%	        06-Nov-12
LKQ	0.97%	        24-Oct-18
GOOGL	0.73%	        30-Aug-22
ALGT	0.35%	        22-Feb-18
KMX	0.12%	        22-Feb-18

I have not been allocating a lot of time to investing in recent times so I have not properly evaluated most of these positions for some time so I would certainly not recommend that anyone take these as current recommendations from me.

StevnFool