Welcome to part 2 of our portfolio review (you’ll find part 1 here). Let’s dig in. There is a lot to cover. Shipping No change. We are bullish on the shipping sector overall (via exposure to the Guggenheim Shipping ETF) but we are focussed on the dry bulk sector (represented by

Welcome to what is part one of a review of the Insider portfolio. Before we do that just a few words on the portfolio. This portfolio is designed to keep “score” of what our big calls are and how they are travelling/performing. We update the portfolio at the end of each