C

Chefferson Cap

$CHEFFERSONJJeffery K.

About Chefferson Cap

Portfolio with a broad range of ideas that I think will make money over the long run. Short term rebalances are predicated on long term technicals.

About the Creator

Market follower and investor for 20+ years

Activity

Total Rebalances83
Last RebalanceMar 4, 2026

Posts by Creator

See all
Changes:LYB +35.0%GDX +4.3%CVX +3.3%VXX +3.3%SPXU +2.3%

$CHEFFERSON allocating to American chemical LYB here with this news out of Middle East

Changes:NVO +21.5%POET +5.5%VXX -4.5%GDX -3.5%NEM -3.5%

taking a bigger position in NVO as it hit the 200 month MA. big zone for tutes to step in.

Changes:PUMP +16.0%XLU +5.0%MO +5.0%UUUU +2.0%GDX +2.0%

NVO had bad news unfortunately. has allocated a big portion of the account to it thinking their news today would be more of a positive. adding PUMP