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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.

Changes:PTEN +16.7%LGIH +16.7%ADMA +14.7%LYB +10.2%NVO -27.8%

found some new names I like so adding them here and taking off miners. not a fan right now

Changes:NVO +43.5%GDX +7.6%PUMP -12.8%UUUU -12.5%POET -12.1%

concentrating this port on NVO I believe the stock is incredibly undervalued with its GLP franchise based on new info.

Changes:IREN +10.0%GDX +2.9%UUUU +2.5%NVO 0.0%LYB -7.2%

putting a little risk on here. War isn’t over but the markets perception is that it’s close.

Changes:UUUU +9.0%GDX +5.0%POET +5.0%PUMP +5.0%CVX +5.0%

slight reallocation with LYB running a huge amount in a short time. shifting some things around.

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

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