It’s 9:00 am on 10/11 and the 2 for 1 portfolio is up 2.3%. Our position in Fastenal (FAST) is up 17%. The crazy volatility is nerve racking but, good news, 2 for 1 seems to be keeping ahead of it. The 2 for 1 portfolio is up about 20% for the trailing 12 months, more than double the overall return for the market over the same period. Don’t know how long this can last, but we’ll be in a good place when the downturn finally happens.
