My two biggest holdings both made all time highs today. PARE ended the session at it highest point SEK 58. The stock is playing out perfectly according to plan. There should be a lot more to come its way. Google was very close to break the $500 barrier intraday, but ended the day at slightly above $390. Fundamentally I strongly believe that the stock could go to $600.
Silver made a turn-around today, ending up after being down in the morning. Crude also showed some strength after the inventory data. US is still very warm, but that could change quick.
The two big disappointments in the portfolio both belongs to the Lundin sphere, namely LUMI and LUPE. Today I switched Lumi to LMC for purely technical reasons. The stock is getting hurt by the price of Copper which is not as bullish as Zinc. I might average down on this position going forward. LUPE I have view as a proxy for Crude which has been a mistake. I don't like to sell it down here and it very well could be that the company wants to give the market a bearish picture in order to surprise to the upside in the future.
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