Our Nuclear holding has dropped 30% over the last few weeks. We are still in profit and have been looking for the opportunity to add extra shares in this company. This post will discuss my thoughts and explain my decision.
The portfolio continues to perform well, and the cash balance remains high, so we have the funds to act, and cash does not earn when it sits idle.
The portfolio is up 39% in Q2 2025 and 185% in the last 12 months. If you are not currently subscribed and wish to receive the weekly review, please subscribe for free by clicking the link above.
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