Tuesday, September 16, 2025

Holy Mackerel! SCCO -- September 16, 2025

Locator: 49124MUSIC.

About two years ago I pivoted from energy and a hodge podge portfolio to a portfolio focused on the fourth (or as I call it, the sixth) industrial revolution. 

As part of that pivot, I now try to limit new money to a portfolio of only twenty (20) ticker symbols. This is not original. I got the idea from a lot of other investors. 

Whatever.

One of the twenty ticker symbols to which I have aggressively added new money: SCCO.

I haven't looked at SCCO in a long, long time. But, tonight, during the midnight hours, I recalled that I was building a huge position in SCCO so I thought maybe I should check in.

Holy mackerel!

A cover.