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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 Rebalances90
Last RebalanceApr 13, 2026

Posts by Creator

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Changes:PTEN +9.0%NVO +0.5%CANE -3.0%WEAT -3.0%LYB -2.4%

$CHEFFERSON buying more $PTEN, there will be shortages of oil eventually during this crisis.

Changes:WEAT +25.0%CANE +25.0%NVO -27.4%LYB -17.2%LGIH -3.7%

allocating to some gas here, too cheap with the situation in Iran taking place

Changes:NVO +9.3%LYB +9.3%ADMA -14.7%LGIH -1.7%PTEN -1.7%

concentrating this account more to just a few names I really like. I really like $NVO.