No changes to things since getting out of RPTP last week. Bit of a grind though. The portfolio value reached new highs on Friday morning (2/15) at which time it was up about 2%. In the afternoon things collapsed and we ended the day down 0.15%. Yesterday was similar – up in the morning then a fall off in the afternoon. Today has been nasty since the bell. DARA has lead the fall dropping so far today by 4.4% to $1.10 (at them moment).

For posterity, here are the charts for the portfolio constituents as of this afternoon. NAVB is certainly giving me some pause…








































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