No changes were made to the positions in the portfolio.

Normally, I would have added ZIM, but I was on vacation and didn't want to add the stock in hindsight. Let's see how things look at the end of the month. At the moment, things haven't gone too well for shipping and the whole market in the last few weeks.

Positions for August 2024

  • BIL (3x)
  • DAC
  • GLNG
  • GNK
  • HAFNI
  • INSW
  • NVGS
  • OET
  • TRMD
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