Position Trading Update

Adding to a Position

When we launched HX Legacy a couple of months ago, we discussed how this product would have some differences versus it’s predecessor products at our former firm Empire Financial Research.

One of those differences is that we plan on doing more active “trading” around our core long-term positions.

You can read all about the full strategy and this aspect of it in the HX Legacy primary here.

We launched our strategy into a strong extended uptrend in the overall stock market. One that we were concerned was perhaps even over-extended.

As a result, on several of our ideas we recommended taking a smaller than “normal” position size.

A couple of weeks ago we released our new HX Legacy recommendation and it is one of the most interesting businesses we’ve looked at in our 30 years of analyzing stocks. Read more below..

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