Portfolio - Trade Alert
The Edge - Trades for my portfolio today
It’s been a good start to 2023! Hope it’s the same for you all.
Today, two of my portfolio holdings had a very strong rally:
Zai Lab ZLAB 0.00%↑ rallying 42% and
Novocure NVCR 0.00%↑ up ~70%
These have both been core positions in my portfolio. I have also been adding to ZLAB 0.00%↑ in the last few months as highlighted in previous Trade alerts, following the Deep-dive note (Read here).
I still remain positive on the two names as today’s announcements have cemented the investment thesis.
Going forward, here’s my action plan for these two holdings.