Thursday, January 07, 2016

Portfolio Holding

Based on some feedback, I’ve enclosed the % holding of my portfolio. I usually don’t go into this detail, but I believe this exercise will help me to take a more macro view of my portfolio position. The % holding is based on my conviction. Constellation Brands (Ticker: STZ) remains as my largest holding as I continue to see a nice runway for growth. Dyax (Ticker: DYAX) is up there as my second largest purely based as an arb play for the CVRs. And rounding out my top three position is Visa (Ticker: V), which I acquired during the IPO. I view Constellation Brands and Visa as long term buy & hold positions. It’s difficult to properly value the Safeway CVRs and the short puts so I placed a zero value on those positions. So I hope this was helpful…

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