With summer in the rear-view mirror, the markets hustle and bustle resumed in September, not that this past summer was sedate as I was making a fair number of investment decisions. The roller coaster continued. More trade trash talking. Flip-flops on a daily basis, Threats to delist companies from stock exchanges. More and more in the Mad King world this is becoming the norm and so it has and will continue to become very difficult for investors to process the information flowing. It’s easy to hide, but we have to continue and stay true to our investing playbook. Despite the chaos, I continued to build positions and even added new ones. In this episode I share my thought processes that led to my decisions below:

Decisions Taken

Bought more shares in iShares Pharmaceuticals ETF (Ticker: XPH)

New Position: Bought shares in Shopify (Ticker: SHOP)

Sold partial position in Goldman Sachs (Ticker: GS) for 18.5% gain (Net Forex)

New Position: Bought shares in Fedex (Ticker: FEDX)

Sold position in iShares US Financials ETF (Ticker: XLF) for 10.1% gain (Net Forex)

Bought more shares in Square (Ticker: SQ)

Bought more shares in Amazon (Ticker: AMZN)

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