| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| 401K | 55 | $11.95 | $657 | 0.03% | $17.90 | $-327 | -33.2% | — |
In short: SELLING — "This did not work out like I thought it would. I may have been early in forecasting a re-emergence of a lithium bull market. Time to remove from the portfolio."
A basket of lithium miners bought on the expectation that the lithium price cycle was about to turn back up. It didn't. "I may have been early in forecasting a re-emergence of a lithium bull market" — and being early, in a portfolio built around 3–5-year holds, still costs capital that could work elsewhere. He removes it rather than wait indefinitely to be proven right.
In short: Holding; no major news this month (AIA Portfolio).
In short: "I continue to like the lithium chart."
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.