Are we overwhelmed here folks ??
Just how many updates can they give ?? And just wtf do they mean against Mr. Market, Sheeesh let's have a go at it here; MG has said over and again that he has many professional clients if not institutions paying him as well… Nefarious intent aside… Who's to say that those very same privy clients aren't the same ones playing US ??? So the only thing I WANT TO HEAR is… Say it isn't so baby, say it isn't so…: (((((((
I simply just want the trackers updated so that everyone sees the correct allocations and positions.
If you go to web address https://docs.google.com/spreadsheets/d/1cHPetRUcbXhWIQe0f06FzSrKKHWPBN13FJ0FFJmUoI4/pubhtml you will find the daily updated PTT portfolio.
I don't think those allocations are correct. Also the PTT log is not showing that last adjustments made to position sizing.
Roger, GLUU should be at 8% and S&P should be 0.
Just wondering, FIT does not show in the portfolio. Do you know why? Thanks.
Mark / Kiran - To Samir´s point, can you please include FIT? How are we supposed to know the initiation price of FIT ( and trade according to the methodology) if it is not published to subscribers?
You could look at the date of initiation, and the PPS it closed on that day
Shallum - I don´t think that´s how Mark defines his initiation price. If it were the case, Gluu´s initiation price would be 3.30 USD instead of 3.14 that he has listed in the spreadsheet.
You are correct charles, I think he actually uses the lowest price of the day he initiates.
Mark and Kiran need to pubilsh the initiation price in the pick report they release because the portfolio never gets updated on a timely manner!!!!
Everything is current and updated on the google docs PTT summary. Including the initiation price for FIT. tinyurl.com/qe5w9ql
Thanks, Brad. Excellent job in creating this spreadsheet. Completely transparent and candid statement of real porfolio.
very helpful. thx!
I'm particularly disappointed and annoyed at how silent Mark and Kiran are on the board these days. I understand not wanting to talk to the audience on Seeking Alpha or other boards, however good communication asides from a once a week newsletter is necessary.
'Tis the season', I guess...
Mark actually to talks to the seeking alpha audience more that he talks on here.
The Methodology says, "if you hear nothing from Mark about a PTT Pick, all remains the same regardless of the current price of the PTT Pick."
@Roger - It seems that Mark's methodology is changing to a certain degree. And this is the part that remains the same? This reads to me as a "don't disturb so that I can do ____ (<--- insert anything fun)"