FINMF
LEONARDO SPA ORD
stockOTC

Fincantieri FCT-MIL +140% MP Materials MP +223% Rheinmetall RNMBY +188% Gold GLD +65% CH Robinson CHRW +59% Leonardo FINMF +107% Broadcom AVGO +51% I’ve been heavy in Euro defense, gold, rare earth, industrials. On the other hand, I’ve had my share of stinkers and plenty of blah names. I’ve been way underweight tech, the Mag 10 are only 5% of my equity weight. Which feels like doing it the hard way, but whatever.