Portfolio Change - 05/14/2021

As I noted earlier today, I’ve decided to sell Qurate (QRTEA).

But before jumping into what that decision means for the remainder of the portfolio, I want to quickly address a few things that may be unclear.

In the conclusion of the post, I said the following:

“For that reason, I have decided to sell QRTEA (and will do so tomorrow).”

A friend asked why I…